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Suzanne Joyce Bell

Stonehaven, LLC

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About Suzanne Joyce Bell

Suzanne Bell is a financial professional with over 13 years of experience in the industry. Suzanne is currently registered with Stonehaven, LLC and holds a Series 63, Series 24, Series 82TO, Series 62, SIE, Series 7 and Series 6 licenses. Suzanne has previously held positions with Independent Investment Bankers, Corp., BA Securities, LLC, Stillpoint Capital, LLC, DME Securities, LLC, Tigress Financial Partners, LLC, Wells Fargo Advisors, LLC and Wachovia Securities, LLC. Suzanne's experience in various financial services firms has provided her with a comprehensive understanding of the industry.

Firm Information

Suzanne Bell is currently registered with Stonehaven, LLC. Stonehaven, LLC is a Limited Liability Company formed in October 2001 and is registered in all 50 states and the District of Columbia. They have one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

46

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Suzanne Bell’s Registration & Firm History

NY

12/12/2023 - Present

Stonehaven, LLC (NEW YORK NY)

TX

02/09/2021 - 12/12/2023

INDEPENDENT INVESTMENT BANKERS, CORP. (AUSTIN TX)

PA

03/09/2017 - 02/05/2021

BA SECURITIES, LLC (W. CONSHOHOCKEN PA)

FL

05/06/2016 - 02/02/2017

STILLPOINT CAPITAL, LLC (TAMPA FL)

NY

10/28/2014 - 04/14/2016

DME SECURITIES, LLC (NEW YORK NY)

NY

10/05/2011 - 11/05/2012

TIGRESS FINANCIAL PARTNERS, LLC (NEW YORK NY)

CA

04/08/2008 - 02/17/2010

WELLS FARGO ADVISORS, LLC (MALIBU CA)

CA

07/15/2005 - 11/01/2006

WACHOVIA SECURITIES, LLC (WOODLAND HILLS CA)

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Licenses & Designations

BC

Issued 02/03/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/09/2011

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 01/02/2023

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/21/2006

Series 7 - General Securities Representative Examination

BC

Issued 07/14/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Suzanne Joyce Bell. Review regulatory record here.
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