Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert M. Bell is a financial advisor who has been working in the industry since April 1999. Robert is registered with Park Avenue Securities LLC and has offices in Reston, Virginia, and Hagerstown, Maryland. Robert is also registered as an Investment Advisor Representative in California, Colorado, District of Columbia, Florida, Georgia, Maryland, New Jersey, North Carolina, and Virginia. He specializes in providing financial planning, portfolio management for individuals, educational seminars, and selection of other advisers. Robert has a broad range of experience in providing financial services to a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, corporations or other businesses, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
12/14/2007 - Present
Park Avenue Securities LLC (RESTON VA)
NY
04/23/1999 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 04/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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