Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Kermet Bell is a financial advisor with over 20 years of experience in the industry. William is currently registered with Raymond James & Associates, Inc. and is licensed in Alabama and Texas. William has previously worked with Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., and NYLIFE Securities Inc. William is a Certified Financial Planner and holds the Series 3, 6, 7, 63, and 66 securities licenses as well as the SIE exam. William provides financial planning, portfolio management, pension consulting, and educational seminars. William can assist clients in Alabama, Arizona, California, Florida, Georgia, Illinois, Kentucky, Louisiana, Massachusetts, Michigan, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia and Wisconsin.
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.
Please see note in schedule d - miscellaneous
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
AL
05/28/2014 - Present
Raymond James & Associates, Inc. (HUNTSVILLE AL)
AL
01/01/2008 - 05/13/2014
WELLS FARGO ADVISORS, LLC (HUNTSVILLE AL)
AL
12/19/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HUNTSVILLE AL)
NY
12/18/2000 - 10/01/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 03/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2008
Series 3 - National Commodity Futures Examination
BC
Issued 02/11/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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