Andrew J. Bell
Professional summary
Andrew John Bell, CIMA®, who also goes by Andy Bell, is a registered financial advisor currently at SHORES EDGE FINANCIAL LLC located in Medina, Minnesota.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Andrew has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 55 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Andrew John Bell's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 8, 2021 - Present
SHORES EDGE FINANCIAL LLC
October 20, 2018 - February 12, 2021
CETERA WEALTH SERVICES, LLC
May 29, 2015 - February 12, 2021
CETERA WEALTH SERVICES, LLC
August 19, 2010 - April 28, 2015
PIPER SANDLER & CO.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/8/2021)
Exams
Series 7TO
Date: 10/28/2022
General Securities Representative ExaminationSeries 55
Date: 4/9/2011
Limited Representative-Equity Trader ExamCurrent Firm
SHORES EDGE FINANCIAL LLC
CRD#: 313320 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 42,450,299 |
Red Flags
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