Keith A. Bell
Professional summary
Keith Arnold Bell, who also goes by Keith Bell, is a registered financial advisor currently at CREDIT UNION INVESTMENT SERVICES located in Troy, North Carolina and SECU BROKERAGE SERVICES located in Troy, North Carolina.
Keith is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Keith has worked at 4 firms and has passed the Series 65, Series 63, Series 6TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Keith Arnold Bell's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 19, 2023 - Present
CREDIT UNION INVESTMENT SERVICES
Office #1: 1058 Albemarle Rd, Troy, NC 27371July 19, 2023 - Present
SECU BROKERAGE SERVICES
Office #1: 1058 Albemarle Rd, Troy, NC 27371June 4, 2019 - February 3, 2023
WELLS FARGO CLEARING SERVICES, LLC
April 12, 2018 - February 3, 2023
WELLS FARGO CLEARING SERVICES, LLC
June 25, 2012 - December 7, 2015
FIFTH THIRD SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/19/2023)
(7/19/2023)
Exams
Series 6TO
Date: 7/19/2023
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
CREDIT UNION INVESTMENT SERVICES
CRD#: 144871 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 110,960 |
Red Flags
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Company Information
CREDIT UNION INVESTMENT SERVICES
CRD#: 144871Troy, NC 27371TRUST BUT VERIFY
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