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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Bell is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. with over 24 years of experience in the financial services industry. Walter holds Series 7, 9, 10, 66 licenses and has a broad range of experience working with a variety of clients, including individuals, high-net-worth individuals, businesses, corporations, insurance companies, pension and profit sharing plans, state or municipal government entities, and charitable organizations. Walter has previously worked with Morgan Stanley Smith Barney, J.P. Morgan Securities LLC, and Chase Investment Services Corp. Walter is registered to provide investment advisory services in 53 states and is active in both the broker-dealer and investment advisor space.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
01/13/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
08/21/2019 - 11/15/2021
MORGAN STANLEY (New York NY)
NY
10/01/2012 - 03/26/2019
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
07/20/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
BOTH
Issued 10/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/31/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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