Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Toijuan? Claim Your ProfileToijuan Bell is a registered representative with Avantax Investment Services, Inc. Toijuan has been in the securities industry since 1998. Toijuan has experience with Avantax Investment Services, Inc., Morgan Stanley DW Inc., Long Grove Trading Co., H.D. Vest Investment Securities, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Toijuan is registered with the state regulators of Arkansas, Illinois, Indiana, and Missouri. Toijuan's current employer, Avantax Investment Services, Inc., provides financial planning and advisory services for a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. Toijuan holds multiple securities licenses, including Series 7, Series 31, and Series 66. In addition to Toijuan's financial advising work, Toijuan is also the owner of Bell and Associates, CPAs.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
IL
12/03/2003 - Present
Avantax Investment Services, Inc. (CHICAGO IL)
NY
05/02/2001 - 12/18/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
MA
11/29/2000 - 05/24/2001
LONG GROVE TRADING CO. (BOSTON MA)
TX
12/11/1998 - 11/13/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
MN
02/20/1998 - 04/13/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/20/1998 - 04/13/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/09/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 02/19/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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