Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connie? Claim Your ProfileConnie Russell is a financial advisor with over 35 years of experience in the industry. Connie is a registered representative with Ameriprise Financial Services, LLC and is licensed to provide investment advice in North Carolina and Virginia. Connie specializes in working with high-net-worth individuals, trusts and estates, insurance companies, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Connie provides a variety of services to her clients including financial planning, asset allocation services, educational seminars, and publication of periodicals. Before joining Ameriprise Financial Services, LLC, Connie worked with Wells Fargo Clearing Services, LLC and Prudential Securities Incorporated.
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.
Asset allocation 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
NC
08/28/2024 - Present
Ameriprise Financial Services, LLC (RALEIGH NC)
NC
07/01/2003 - 08/11/2020
WELLS FARGO CLEARING SERVICES, LLC (NEW BERN NC)
NY
11/21/1986 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
12/27/1984 - 09/03/1986
IDS MARKETING CORPORATION
NA
12/27/1984 - 09/02/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 10/19/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 07/19/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/26/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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