Trevor Austin Bell

Name: SECURITY FINANCIAL MANAGEMENT POSITION: Financial Planning Specalist NATURE: Registered Field Assistant INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 02/01/2022 ADDRESS: 2420 S Lakemont Ave, Suite 120, Orlando FL 32814 DESCRIPTION: As part of my role, I am responsible for generating comprehensive financial plans. This involves closely collaborating with advisors to understand their instructions and executing tasks such as opening annuity contracts and accounts both advisory and non-advisory. A significant aspect of my job includes actively contributing to the generation of reports essential for account maintenance. Additionally, I play a crucial role in running and analyzing firm-level reports to support informed decision-making within the organization. Name: UNITED HEALTH CARE- CONTRACTED MEDICARE SALES POSITION: Licensed Sales Agent NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2021 ADDRESS: 495 N Keller Rd, Suite #200, Maitland FL 32751, United States DESCRIPTION: As mentioned above, one of the aspects of being a contracted agent rather than an employee of UHC is the fact that I am not required to do anything to satisfy them. I have the ability to use their systems, resources, and market/sell their plans but I am not subjected to a sales quota or requirement of time. However, during Annual Enrollment period (October 15th-December 7th) I will host community meetings weekly for 2 hours to enroll individuals and help them with questions they may have. Beyond this, I do not spend much time on the generation of my book of business.