Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Boston? Claim Your ProfileBoston Samuel Russell is a financial advisor currently registered with City National Rochdale. Boston has been in the financial industry since 2012 and holds a Series 66 and Series 7 licenses. Boston is registered in Florida as both a Broker-Dealer and Investment Advisor. Boston's specializations include investment companies, charitable organizations, pension and profit sharing plans, corporations or other businesses, and individuals. Boston has a designation as a Chartered Financial Analyst.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
04/29/2013 - Present
City National Rochdale (NEW YORK NY)
BOTH
Issued 12/29/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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