Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Charles Bell is a financial advisor with over 38 years of experience in the industry. William Bell is currently registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Manasquan, New Jersey. Prior to joining Merrill Lynch, William Bell has held positions at BANC OF AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC., FLEET SECURITIES, INC., FLEET SECURITIES INC., PNC BROKERAGE CORP, MIDLANTIC SECURITIES CORP., ADVEST, INC., NATWEST INVESTOR SERVICES CORPORATION, RICHARD BLACKMAN & CO., INC., and PHILIPS, APPEL & WALDEN, INC.. William Charles Bell has a broad range of experience in the financial industry, specializing in various areas including portfolio management for individuals, portfolio management for businesses, and pension consulting. William Charles Bell provides a wide range of services to clients, including performance measurement reports, allocation modeling, IPS, research reports and services. William Charles Bell holds multiple licenses and registrations, including Series 7, Series 52TO, Series 24, Series 53, Series 63 and Series 65.
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
NJ
09/29/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MANASQUAN NJ)
NJ
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (POINT PLEASANT NJ)
NY
01/02/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
TX
02/02/1998 - 01/02/2001
FLEET SECURITIES, INC. (DALLAS TX)
NY
11/21/1996 - 02/02/1998
FLEET SECURITIES INC. (NEW YORK NY)
PA
05/14/1996 - 12/10/1996
PNC BROKERAGE CORP (PITTSBURGH PA)
NA
10/04/1993 - 02/21/1996
MIDLANTIC SECURITIES CORP.
CT
07/12/1993 - 09/16/1993
ADVEST, INC. (HARTFORD CT)
NY
12/14/1989 - 05/24/1993
NATWEST INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
06/16/1986 - 08/21/1989
RICHARD BLACKMAN & CO., INC.
NA
03/02/1983 - 04/19/1986
PHILIPS, APPEL & WALDEN, INC.
IA
Issued 6/4/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/26/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/10/1992
Series 53 - Municipal Securities Principal Examination
BC
Issued 5/11/1992
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/19/1983
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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