Derek B.

Derek B. Email and Phone Number

Owner and Registered Principal @ Bell Financial, LLC
Latham, NY, US
Derek B.'s Location
Latham, New York, United States, United States
Derek B.'s Contact Details

Derek B. personal email

n/a
About Derek B.

Over 20 years of industry experience in the financial services arenaSpecialties: Provide services in the following areas: Financial Planning, Retirement Planning, Estate Planning and Insurance

Derek B.'s Current Company Details
Bell Financial, LLC

Bell Financial, Llc

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Owner and Registered Principal
Latham, NY, US
Website:
bellfinancial.biz
Employees:
7
Derek B. Work Experience Details
  • Bell Financial, Llc
    Owner And Registered Principal
    Bell Financial, Llc
    Latham, Ny, Us
    View
  • Bell Financial, Llc
    Owner / Registered Principal
    Bell Financial, Llc Oct 2005 - Present
    Securities through Cadaret, Grant & Co. Inc. member FINRA/SIPC. Bell Financial and Cadaret, Grant are separate entities.
    View
  • Cdphp
    Medicare Consultant
    Cdphp Oct 2005 - Present
    View
  • Cadaret Grant
    Financial Consultant
    Cadaret Grant Oct 2005 - Present
    Latham, Ny
    Securities through Cadaret, Grant & Co. Inc. member FINRA/SIPC. Bell Financial and Cadaret, Grant are separate entities.
    View

Derek B. Skills

Retirement Planning Strategic Financial Planning Estate Planning Insurance Fixed Annuities Iras Series 65 Securities Wealth Management Life Insurance Financial Planners 401k Asset Management Mutual Funds Series 7 Etfs Variable Annuities Long Term Care Insurance Financial Advisory Asset Allocation Portfolio Management Alternative Investments Term Life Insurance Investment Strategies Pensions Long Term Care Investments Financial Planning Annuities Series 24 General Securities Principal General Securities Registered Representative 63 Licenses Asset Protection Qualified Retirement Plans Medicare Financial Markets High Net Worth Individuals Retirement Plan Consulting Roth Ira Wealth Management Services Inheritance Tax Planning 401k Rollovers Wealth Wealth Accumulation Equities Investment Management Health Insurance Bonds Finance

Derek B. Education Details

Frequently Asked Questions about Derek B.

What company does Derek B. work for?

Derek B. works for Bell Financial, Llc

What is Derek B.'s role at the current company?

Derek B.'s current role is Owner and Registered Principal.

What is Derek B.'s email address?

Derek B.'s email address is db****@****.rr.com

What schools did Derek B. attend?

Derek B. attended Canisius College, Christian Brothers Academy, University Of Pennsylvania - The Wharton School.

What skills is Derek B. known for?

Derek B. has skills like Retirement Planning, Strategic Financial Planning, Estate Planning, Insurance, Fixed Annuities, Iras, Series 65, Securities, Wealth Management, Life Insurance, Financial Planners, 401k.

Who are Derek B.'s colleagues?

Derek B.'s colleagues are Daniel M., Smiley Herrera, Amber Gunter.

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