Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Bell is an active advisor, registered with both FINRA and the state of Iowa. Susan has been in the industry since December 2004. Currently, Susan is a registered representative with Principal Securities, Inc., where she has been employed since July 2024. Prior to that, Susan was an Investment Advisor Representative with The Huntington Investment Company from April 2019 to July 2023. Susan also has experience with Principal Financial, PRINCOR, and The Huntington National Bank. Susan holds Series 7 and 63 licenses, in addition to the Series 66 license, and the SIE exam. Susan specializes in various areas, including investment advice for both businesses and individuals, and has an extensive client history with individuals, high-net-worth 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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
08/15/2024 - Present
Principal Securities, Inc. (DES MOINES IA)
PA
04/15/2019 - 07/06/2023
THE HUNTINGTON INVESTMENT COMPANY (PITTSBURGH PA)
PA
08/20/2004 - 04/08/2019
PRINCIPAL SECURITIES, INC. (PITTSBURGH PA)
BOTH
Issued 08/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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