Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Russell is a financial advisor at Cambridge Investment Research Advisors, Inc. Dean has been in the financial services industry since 1985. Dean is registered with the state of Missouri as a Registered Representative and Investment Advisor Representative. Dean has a Series 6, 7, 24 and 63 license and is also a Certified Financial Planner. In addition to Dean's role at Cambridge Investment Research Advisors, Inc., Dean also serves as a co-op member for Northland Artists Gallery in Weston, Missouri. Dean is licensed in multiple states and has access to a wide range of financial products and services to help meet the needs of clients.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MO
01/12/2024 - Present
Cambridge Investment Research Advisors, Inc. (Parkville MO)
MO
07/17/2006 - 01/22/2024
SYMPHONIC SECURITIES LLC (KANSAS CITY MO)
MO
10/24/2005 - 01/22/2024
CNR SECURITIES, LLC (KANSAS CITY MO)
KS
08/23/1985 - 09/20/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 08/05/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 08/22/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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