Donnie Bell (CRD# 6563133) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 7 years of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Covington, KY | Nov 2020 - Current | 3 |
| Jpmorgan Chase Bank, N.a. | Dayton, OH | Jan 2020 - Nov 2020 | < 1 |
| J.p. Morgan Securities, LLC | Dayton, OH | Jan 2020 - Nov 2020 | < 1 |
| W&s Brokerage Services, Inc. | Cincinnati, OH | Jul 2018 - Dec 2019 | 1 |
| Western & Southern Life | Cincinnati, OH | Jul 2018 - Dec 2019 | 1 |
| Voya Financial Advisors, Inc. | Miamisburg, OH | Dec 2015 - Jul 2018 | 2 |
| Home Depot Inc. | Dayton, OH | Mar 2017 - Jan 2018 | < 1 |
| Uber | Centerville, OH | Jun 2016 - Feb 2017 | < 1 |
| Bob Ross Buick | Dayton, OH | Apr 2015 - Dec 2015 | < 1 |
| Mike Castrucci Chevy | Milford, OH | Jan 2015 - Apr 2015 | < 1 |
| D&s Auto Parts | Miamisburg, OH | Jan 2014 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2017 |
| S63 | Uniform Securities State Law Examination | Nov 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- KY
- OH
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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- Educational seminars/workshops
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