AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
PB

Peter P. Bell

Some features on this profile are disabled
CRD#: 2553143
PB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Peter Philip Bell, who also goes by Peter Phillip Bell, was a registered financial professional .

Peter is a previously registered financial professional and started their career in finance in 1994. Peter had worked at 6 firms and has passed the Series 63, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Peter Phillip Bell

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 19, 2005 - July 31, 2012

CONDUENT SECURITIES, LLC

BD
CRD#: 135474
ATLANTA, GA
Past

January 2, 2004 - June 2, 2005

BNY MELLON SECURITIES LLC

BD
CRD#: 47268
JERSEY CITY, NJ
Past

July 25, 2003 - December 31, 2003

MELLON HR SECURITIES, INC.

BD
CRD#: 36991
FORT LEE, NJ
Past

October 20, 2000 - July 28, 2003

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

March 30, 1998 - December 31, 1999

WESTPORT FINANCIAL SERVICES, L.L.C.

BD
CRD#: 38449
STAMFORD, CT
Past

November 30, 1994 - April 9, 1996

CONFEDERATION FINANCIAL SERVICES (U.S.), INC.

BD
CRD#: 23735

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/3/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CS
CONDUENT SECURITIES, LLC
BUCK KWASHA SECURITIES LLC | CONDUENT SECURITIES, LLC

CRD#: 135474 / SEC#: , 8-66927

BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
2847 Long Branch Road, Spencer, TN 38585
Mailing Address
2847 Long Branch Road, Spencer, TN 38585
Phone number
(646) 734-1881
Established
Delaware since 02/11/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (25 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
CONDUENT BUSINESS SERVICES LLCOWNER
BENDER, STEVEN CHRISTOPHERFINOP2650187
LEVINE, GREGORYPRESIDENT AND CHIEF COMPLIANCE OFFICER4002386

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CONDUENT SECURITIES, LLC

CRD#: 135474

TRUST BUT VERIFY

Monitor Peter Bell

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics