Matthew Lee Bell

Current Employers

Employment History

• 03/2016 → 08/2024
  Equity Services, Inc.
  Montpelier, VT
• 03/2014 → 05/2021
  National Life Group
  Montpelier, VT
• 05/2021 → 08/2024
  Innovative Strategies
  Southlake, TX
• 03/2025 → Present
  Bell Annuity Concierge
  Mckinney, TX
• 04/2014 → Present
  Maverick Agency Consultants
  Mckinney, TX
• 03/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-11-03 → 2024-08-12
  Equity Services, Inc.
  Addison, TX
  Montpelier, VT
  Addison, TX
  Mckinney, TX

Other Businesses

1. NAME OF OTHER BUSINESS: TRUE NORTH FINANCIAL SOLUTIONS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY AND INSURANCE START DATE: 06/2024 POSITION/TITLE/RELATIONSHIP: FIXED AND FIXED INDEX ANNUITY CONSULTANT, INDEPENDENT CONTRACTOR APX NUMBER OF HOURS PER WEEK: 36 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: I HELP SUPPORT FIXED AND FIXED INDEX ANNUITY SALES FOR TRUE NORTH REGISTERED AND NON-REGISTERED INSURANCE AGENTS 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 03/2025 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 4 BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS 3. NAME OF OTHER BUSINESS: BELL ANNUITY CONCIERGE INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED, FIXED INDEXED AND MYGA ANNUITY START DATE: 03/2025 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: CONSULTANT TO TRUE NORTH FOR PURPOSE OF ANNUITY SUPPORT TO THEIR AGENTS, AND REGISTERED REPS. 4. NAME OF OTHER BUSINESS: MAVERICK AGENCY CONSULTANTS INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: BROKER - PROPERTY AND CASUALTY INSURANCE AGENCY START DATE: 04/2014 POSITION/TITLE/RELATIONSHIP: MINORITY OWNER, 1% APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: I HAVE NO DUTIES WITH THIS FIRM, AS MY WIFE RUNS IT. I AM 1% OWNER.

Exams

• S66 Uniform Combined State Law Examination
  2021-10-21
• S63 Uniform Securities Agent State Law Examination
  2001-10-09

Other Names

• Matt Bell