Unclaimed
Craig Michael Russ is a registered representative with LPL Financial LLC. Craig has been in the financial services industry since 1994. Craig has held previous positions with Ameriprise Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., J. B. Hanauer & Co., RBC Dain Rauscher Inc., and Tucker Anthony Incorporated. Craig is licensed to provide investment advisory services in Arizona, California, Connecticut, Florida, Georgia, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Ohio, Oregon, Pennsylvania, Vermont, and Virginia.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
02/20/2019 - Present
LPL Financial LLC (BEDMINSTER NJ)
NJ
11/11/2011 - 02/20/2019
AMERIPRISE FINANCIAL SERVICES, INC. (FLORHAM PARK NJ)
NJ
10/23/2009 - 11/17/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SUMMIT NJ)
NJ
10/12/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BAYONNE NJ)
NJ
05/24/2002 - 10/16/2007
J. B. HANAUER & CO. (PARSIPPANY NJ)
NY
03/09/2002 - 06/05/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
09/01/1999 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NJ
02/21/1994 - 09/01/1999
GIBRALTAR SECURITIES CO. (FLORHAM PARK NJ)
IA
Issued 06/24/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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