Unclaimed
Donald Russell is a financial professional with over 10 years of experience in the financial services industry. Donald is currently registered with Clarendon Insurance Agency, Inc. and is licensed in Indiana. Donald specializes in investment company products and variable contracts. Donald has held previous roles at J.P. Morgan Securities LLC and Northwestern Mutual Investment Services, LLC.
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.
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.
1
2
IN
05/13/2016 - Present
Clarendon Insurance Agency, Inc. (Zionsville IN)
IN
02/07/2013 - 04/02/2016
J.P. MORGAN SECURITIES LLC (INDIANAPOLIS IN)
IN
01/13/2012 - 01/08/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (INDIANAPOLIS IN)
BC
Issued 02/11/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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