Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clovis? Claim Your ProfileClovis Aaron Russell is a registered representative of Principal Securities, Inc., a broker-dealer. Clovis has been in the securities industry since 2007 and is licensed in Texas. He is also a licensed insurance agent, and holds Series 6, 7, 63, and 65 licenses. Clovis has previously worked at several other firms, including Farmers Financial Solutions, LLC and First Financial Securities of America, Inc. Clovis is a deacon and children's ministry teacher at his church. Clovis provides financial planning, portfolio management, and educational seminars. Clovis's firm has a wide range of client types, including individuals, businesses, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
TX
09/30/2024 - Present
Principal Securities, Inc. (ADDISON TX)
TX
08/10/2015 - 04/06/2016
FARMERS FINANCIAL SOLUTIONS, LLC (RICHARDSON TX)
NC
09/12/2007 - 06/27/2011
FIRST FINANCIAL SECURITIES OF AMERICA, INC. (WILMINGTON NC)
NC
03/09/2007 - 08/28/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ASHEVILLE NC)
NC
05/01/2001 - 09/05/2006
FIRST FINANCIAL SECURITIES OF AMERICA, INC. (WILMINGTON NC)
BC
Issued 08/13/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/16/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/22/2024
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Clovis Russell is the right advisor for you? Invested Better is here to help.
