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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberta? Claim Your ProfileRoberta Lorraine Bell is a financial advisor at Morgan Stanley, a leading financial services firm. Roberta has been active in the industry since 1988, and has a strong track record of success in serving individual and institutional clients. Roberta is registered in multiple states and has a broad range of experience in providing investment advice, financial planning, and portfolio management. Roberta is committed to providing her clients with the highest level of service and expertise.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
06/01/2009 - Present
Morgan Stanley (Chicago IL)
IL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CHICAGO IL)
IL
07/27/1992 - 04/02/2007
MORGAN STANLEY DW INC. (CHICAGO IL)
NY
05/10/1989 - 08/03/1992
COWEN & CO. (NEW YORK NY)
NA
04/19/1988 - 05/11/1989
HAMBRECHT & QUIST INCORPORATED
IA
Issued 09/06/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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