Unclaimed
Ronald James Bell is a financial advisor with over 30 years of experience in the industry. Ronald currently works with Ameriprise Financial Services, LLC in Westborough, Massachusetts. Ronald has a wide range of experience in financial planning and portfolio management.
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.
Asset allocation services
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.
1
2
MA
10/05/2009 - Present
Ameriprise Financial Services, LLC (WESTBOROUGH MA)
MA
11/17/1994 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (QUINCY MA)
MO
09/02/1992 - 11/18/1994
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
11/04/1988 - 10/02/1992
LEHMAN BROTHERS INC.
NY
06/04/1986 - 10/02/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/23/1988 - 11/16/1988
JOSEPHTHAL & CO., INCORPORATED
NA
03/30/1982 - 06/13/1986
FIRST JERSEY SECURITIES, INC.
IA
Issued 10/17/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/05/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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