Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamela? Claim Your ProfileTamela Williams Bell is a financial professional with over 20 years of experience in the financial services industry. Tamela is currently registered with LPL Financial LLC and holds several licenses and certifications including Series 7, Series 10, Series 9, and Series 99TO. Before joining LPL Financial LLC, Tamela worked for Thrivent Investment Management Inc., Wells Fargo Advisors, LLC and FFP Securities, Inc. Tamela's areas of expertise include Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, Pension Consulting, and Selection of Other Advisers. Tamela's commitment to providing comprehensive financial advice and guidance is evident in her track record of success and her dedication to helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
1
2
SC
06/12/2012 - Present
LPL Financial LLC (FORT MILL SC)
SC
01/06/2011 - 02/18/2011
THRIVENT INVESTMENT MANAGEMENT INC. (MT PLEASANT SC)
NC
08/23/2002 - 11/12/2010
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
MO
05/31/2002 - 07/24/2002
FFP SECURITIES, INC. (CHESTERFIELD MO)
BC
Issued 09/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/29/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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