Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Wayne Bell sr is a financial advisor with over 30 years of experience in the industry. Stephen is a registered representative with Cambridge Investment Research Advisors, Inc. and is currently licensed to provide financial advice in several states, including Florida, Texas, Virginia, and the Virgin Islands. Stephen previously worked with several other financial firms including Lincoln Financial Securities Corporation, Capital Brokerage Corporation, and NYLIFE Securities Inc. Stephen has a wide range of certifications including Series 6, 7, 24, 63, 65, and 66. Stephen holds a General Securities Principal License. In addition to his work as a financial advisor, Stephen is also a Vice President for Griffin Distribution Partners.
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.
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.
Solicitation fees from 3rd party money managers
1
2
VA
09/15/2021 - Present
Cambridge Investment Research Advisors, Inc. (Virginia Beach VA)
VA
09/11/2003 - 04/27/2021
LINCOLN FINANCIAL SECURITIES CORPORATION (VIRGINIA BEACH VA)
VA
03/05/1998 - 06/24/2003
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
NA
02/23/1998 - 03/17/1998
CAPITAL BROKERAGE CORPORATION
NY
05/07/1997 - 03/13/1998
NYLIFE SECURITIES INC. (NEW YORK NY)
VA
08/22/1994 - 04/14/1997
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
NJ
08/09/1990 - 08/09/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
08/09/1990 - 08/09/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NY
09/19/1989 - 07/31/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
05/17/1988 - 08/14/1989
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
05/17/1988 - 08/14/1989
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 12/07/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/03/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/1990
Series 3 - National Commodity Futures Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
BC
Issued 05/16/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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