Unclaimed
Roger Bell is an investment advisor representative for PFS Investments Inc., a well-established firm with a strong track record in providing financial guidance. Roger holds the Series 6 and SIE licenses, demonstrating his expertise in investment company products and securities. He is registered in Illinois and New York, enabling him to serve clients in these states. Roger has been actively involved in the financial industry since 2018 and has a proven ability to help clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
01/13/2021 - Present
PFS Investments Inc. (TINLEY PARK IL)
IL
03/22/2018 - 12/31/2020
PFS INVESTMENTS INC. (HOMEWOOD IL)
BC
Issued 07/11/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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