Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Keith Bell is a financial advisor with over 14 years of experience in the financial services industry. Ryan is currently registered with LPL Financial LLC and has offices in Tallahassee, FL and Thomasville, GA. Ryan has a background in various fields, including real estate, insurance, and tax preparation. Ryan is also a partner in a tax preparation and accounting firm. Ryan holds FINRA Series 7, 31, and 66 licenses as well as the SIE exam. Ryan has been registered with LPL Financial LLC since 2009, and prior to that, he was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley & Co. Incorporated, and Waddell & Reed. Ryan has experience working with a wide range of clients, including individuals, families, businesses, and charitable organizations.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
01/18/2023 - Present
LPL Financial LLC (Tallahassee FL)
GA
06/28/2013 - 07/21/2021
WADDELL & REED (THOMASVILLE GA)
FL
03/12/2009 - 07/10/2013
LPL FINANCIAL LLC (TALLAHASSEE FL)
FL
11/18/2008 - 02/11/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TALLAHASSEE FL)
FL
10/18/2007 - 09/17/2008
MORGAN STANLEY & CO. INCORPORATED (TALLAHASSEE FL)
BOTH
Issued 11/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 10/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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