Talk to sales Try for Free
Murray Bell, CRPC®

Murray bell, crpc®

bookmark on deepenrich
location of Murray Bell, CRPC®New York City Metropolitan Area
Phone number of Murray Bell, CRPC®+91 xxxx xxxxx
Followers of Murray Bell, CRPC®63 followers

  • Timeline

    Current Company
    Jun 2015 - now

    Senior Vice President | Financial Advisor

    Morgan Stanley

  • About me

    Senior Vice President | Chartered Retirement Planning Counselor℠ | Financial Advisor at Morgan Stanley

  • Education

    • Syracuse university

      -
      Bs finance & operations management

  • Experience

    • Morgan stanley

      Jun 2015 - now
      Senior vice president | financial advisor

      I focus on aligning client needs with wealth management services. Our team is guided by 7 Principles, which help us answer client questions such as “Will I have the money I need when I need it?” and “How do I guard against financial catastrophe.”©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlFor more information on the designation(s) listed, go to: https://advisor.morganstanley.com/the-bell-teamNMLS#: 578612 Show less

  • Licenses & Certifications

    • Chartered retirement planning counselor℠

      Jun 2013

    • Series 7 - general securities representative examination

      Aug 1984

    • Series 63 - uniform securities agent state law examination

      Nasaa
      Oct 1984

    • Series 65 - uniform investment adviser law examination

      Nasaa
      Sept 1993

  • Honors & Awards

    • Awarded to Murray Bell, CRPC®
      2023-2024 Forbes Best-In-State Wealth Management Teams Forbes Jan 2024 2023-2024 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2023-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in March of year prior to the issuance of the award.https://www.morganstanley.com/disclosures/awards-disclosure.html