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 17 years of experience in the industry. Steven is a CERTIFIED FINANCIAL PLANNER™ professional with a strong track record of helping clients achieve their financial goals. Steven is currently registered with A.G.P. / Alliance Global Partners. Steven is licensed to provide advisory services in California, Connecticut, Florida, New York, and South Carolina. Prior to joining A.G.P. / Alliance Global Partners, Steven was a financial advisor at Morgan Stanley for over two years and has also held positions at Stoever, Glass & Company, National Securities Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Herbert J. Sims & Co. Inc. Steven holds Series 7, 63, and 65 licenses and has extensive experience providing financial planning, portfolio management, and other advisory services to a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Steven also works with pooled investment vehicles.
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.
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.
A percentage of the total value of assets under management is charged.
Sub-adviser of pooled investment vehicle charges a performance f
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FL
09/05/2024 - Present
A.g.p. / Alliance Global Partners (BOCA RATON FL)
FL
03/28/2019 - 06/01/2021
MORGAN STANLEY (BOCA RATON FL)
FL
06/30/2017 - 04/04/2019
STOEVER, GLASS & COMPANY INC. (Boca Raton FL)
FL
12/11/2015 - 07/28/2017
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
FL
08/25/2009 - 12/14/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)
FL
06/07/2006 - 08/26/2009
HERBERT J. SIMS & CO. INC. (BOCA RATON FL)
FL
01/31/2006 - 05/24/2006
JVB FINANCIAL GROUP, LLC (BOCA RATON FL)
FL
12/08/2005 - 01/26/2006
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
IA
Issued 11/19/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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