Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Russell is a financial advisor with Alperin Financial Solutions, LLC. Charles has been in the financial services industry for over 22 years. Charles has experience working with a variety of clients including high-net-worth individuals, corporations, and other businesses. Charles is registered with the state of Virginia and holds a Series 66, Series 65, and Series 63. Charles specializes in asset allocation and advisory consulting as well as financial planning and portfolio management for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
Asset allocation and advisory consulting
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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VA
07/16/2024 - Present
Alperin Financial Solutions (VIRGINIA BEACH VA)
VA
11/14/2023 - 04/30/2024
TD AMERITRADE, INC. (Virginia Beach VA)
VA
05/08/2023 - 04/30/2024
CHARLES SCHWAB & CO., INC. (Virginia Beach VA)
VA
06/16/2020 - 11/04/2020
MML INVESTORS SERVICES, LLC (VIRGINIA BEACH VA)
VA
01/28/2016 - 06/02/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIRGINIA BEACH VA)
VA
03/27/2003 - 12/16/2015
WELLS FARGO ADVISORS, LLC (VIRGINIA BEACH VA)
MO
03/09/2001 - 07/20/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
BOTH
Issued 07/06/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/23/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/03/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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