Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Willie? Claim Your ProfileWillie Bell is a financial professional with over 20 years of experience in the industry. Willie is currently registered with Innovation Partners LLC, a firm that provides consulting services to qualified retirement plans, and specializes in financial planning, pension consulting and portfolio management for individuals and businesses. Prior to joining Innovation Partners LLC, Willie was employed with LPL FINANCIAL LLC, Mutual Service Corporation and Walnut Street Securities, Inc. Willie holds the Series 6, SIE, and Series 63 licenses and is registered in Louisiana, Mississippi, New Jersey and Virginia.
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.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
NC
02/17/2016 - Present
Innovation Partners LLC (CHARLOTTE NC)
MS
09/08/2009 - 11/30/2015
LPL FINANCIAL LLC (JACKSON MS)
MS
10/09/2003 - 09/08/2009
MUTUAL SERVICE CORPORATION (JACKSON MS)
CA
09/25/2001 - 10/13/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 10/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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