Unclaimed
Bryan Russell is a financial advisor with Stonex Advisors Inc., a company based in Birmingham, Alabama. Bryan has worked in the financial industry since December 19, 2014. Bryan has experience in providing financial consulting services, financial planning, pension consulting, educational seminars, and selection of other advisors. Bryan holds Series 6, 63, 65 and SIE licenses. In addition to working with Stonex Advisors Inc., Bryan is also an Associate Agent with Chris Arnott Agency, Inc. where Bryan sells and services client accounts for life, health, and Medicare insurance as well as fixed investments.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Financial consulting services
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.
1
2
OH
07/20/2023 - Present
Stonex Advisors Inc. (East Liverpool OH)
OH
09/21/2015 - 06/24/2021
VALIC FINANCIAL ADVISORS, INC. (INDEPENDENCE OH)
OH
04/02/2013 - 12/23/2013
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (AKRON OH)
OH
04/02/2013 - 12/23/2013
MUTUAL OF AMERICA SECURITIES CORPORATION (AKRON OH)
OH
02/15/2011 - 03/19/2013
W&S BROKERAGE SERVICES, INC. (CANTON OH)
IA
Issued 11/18/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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