Jaclyn Bell, CFP®, CEPA®

Greater Houston Contact Info
5K followers 500+ connections

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About

With nearly 15 years of experience as a financial advice professional , I am passionate…

Experience & Education

  • Houston Police Officers' Pension System

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Licenses & Certifications

  • Certified Exit Planning Advisor® (CEPA®) Graphic

    Certified Exit Planning Advisor® (CEPA®)

    Exit Planning Institute

    Issued
    Credential ID 3,740

  • SIE - Securities Industry Essentials Examination

    FINRA

    Issued
    Credential ID CRD#: 5669084

  • Series 7 - General Securities Representative Examination

    FINRA

    Issued
    Credential ID CRD#: 5669084
  • CERTIFIED FINANCIAL PLANNER™ Graphic

    CERTIFIED FINANCIAL PLANNER™

    CFP Board

    Issued
    Credential ID 160792

  • Series 65 - Uniform Investment Adviser Law Examination

    U.S. Securities and Exchange Commission

    Issued
    Credential ID CRD#: 5669084

  • General Lines Agent (Life, Accident, Health & HMO)

    Texas Department of Insurance

    Issued
    Credential ID License: #1588356

  • Series 63 - Uniform Securities Agent State Law Examination

    U.S. Securities and Exchange Commission

    Issued
    Credential ID CRD#: 5669084

  • Series 6 - Investment Company Products/Variable Contracts Representative Examination

    FINRA

    Issued
    Credential ID CRD#: 5669084

Organizations

  • University of Houston Alumni Association

    Lifetime Member

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