Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Chapman Bell is a financial advisor with over 25 years of experience in the financial services industry. Currently, Timothy is registered with U.s. Bancorp Investments, Inc. and is located in the Charlotte, North Carolina branch. Timothy has previously worked for a number of other firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Seminole Financial, Wachovia Capital Markets, LLC, Deutsche Bank Securities Inc., and Banc of America Securities LLC. Timothy has a wide range of experience in the financial services industry, including investment banking, securities trading, and financial planning. Timothy holds a Series 7, Series 24, Series 63, Series 79, and SIE licenses. Timothy is registered to provide investment advice and securities services in 52 states.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
NC
08/22/2014 - Present
U.s. Bancorp Investments, Inc. (Charlotte NC)
NC
06/07/2011 - 08/19/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
CO
06/09/2010 - 03/11/2011
SEMINOLE FINANCIAL (ASPEN CO)
NC
04/04/2005 - 03/06/2009
WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)
NY
03/15/2000 - 03/23/2005
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
10/13/1993 - 03/14/2000
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BC
Issued 11/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2012
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 10/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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