Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Richard Bell is a financial advisor who has been in the industry since 1984. Scott is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2016. Prior to his current employment, Scott has held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Shearson Lehman Hutton Inc. and Drexel Burnham Lambert Incorporated. Scott has experience in a variety of investment areas and offers financial planning, portfolio management for individuals and businesses, pension consulting, selection of other advisors and investment consulting services to institutional clients. Scott holds Series 3, 5, 7 and 63 securities licenses as well as Series 65. Scott is registered in Arizona, California, Florida, Georgia, Idaho, Kansas, Maine, Massachusetts, Mississippi, Montana, Nevada, New York, North Carolina, Oregon, Pennsylvania, Texas, and Washington.
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.
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.
Investment consulting services to institutional clients
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
CA
06/04/2024 - Present
Wells Fargo Clearing Services, LLC (FRESNO CA)
CA
06/21/1988 - 05/02/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRESNO CA)
NA
12/26/1985 - 07/01/1988
SHEARSON LEHMAN HUTTON INC.
NA
01/06/1984 - 12/11/1985
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 06/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1984
Series 5 - Interest Rate Options Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
BC
Issued 11/04/1983
Series 3 - National Commodity Futures Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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