Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lee Bell is a financial professional with over 20 years of experience in the securities industry. William is currently registered with Charles Schwab & Co., Inc. in Westlake, Texas. William has held previous roles at TD Ameritrade, Inc. in Omaha, Nebraska. William has a strong background in securities, having passed the Series 7, Series 24, and Series 63 exams.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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TX
11/13/2000 - Present
Charles Schwab & CO., Inc. (Westlake TX)
NE
07/27/2021 - 12/31/2023
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 01/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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