Joseph F. Bell, Jr.Managing Partner
Phone: 610.917.9600 Joe earned his Bachelor of Science degree in Business Administration with a major in Management from Saint Joseph’s University. He completed the Life Underwriter Training Council Fellowship (LUTCF), a sixty-five week curriculum dedicated to Personal, Business, and Advanced Business Planning. Joe enrolled in the Chartered Financial Consultant and Chartered Life Underwriter programs at the American College in Bryn Mawr, Pennsylvania. He is a member of the National Association of Insurance and Financial Advisors. Joe is licensed to sell securities in AZ, CO, DE, FL, NJ, NY, PA and insurance products in NJ and PA. In addition, he is licensed with the Financial Industry Regulatory Authority (FINRA), Series 6 and 63. For all investment related services, please email Joe at jfbell@aicinvest.com ![]()
|
||
|
1260 Valley Forge Road,
Suite 107 One W. Fourth Street,
Suite 110 871 Baltimore Pike,
Suite 18
|

*Securities and advisory services are offered solely through Ameritas Investment Corp. (AIC), member FINRA / SIPC. AIC and Premier Planning Group are not affiliated. Additional products and services may be available through Premier Planning Group that are not offered through AIC. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. Securities products are limited to residents of AL, AZ, CA, CO, CT, DE, FL, IL, IN, KY, MA, MD, ME, MN, MO, NH, NJ, OH, PA, TX, VA, VT.
A representative from Premier Planning Group will contact you to provide requested information.