Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Bell is a financial advisor with over 25 years of experience in the financial services industry. Steven is a Certified Financial Planner and Chartered Financial Consultant. Steven is currently registered with Geneos Wealth Management, Inc. and Personal Wealth Advisory, LLC. Steven has experience providing financial planning, portfolio management, and pension consulting services to individuals, corporations, 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.
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.
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2
PA
11/16/2006 - Present
Geneos Wealth Management, Inc. (LANCASTER PA)
PA
01/19/2005 - 11/16/2006
PARK AVENUE SECURITIES LLC (PHILADELPHIA PA)
MN
07/01/2002 - 12/31/2004
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
07/12/2001 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
MO
10/01/1999 - 07/10/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
02/18/1998 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 09/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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