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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Renee Russell is an investment advisor representative with Cuso Financial Services, LP. Emily Russell has been working in the financial services industry since February 25, 2017. Emily Russell holds Series 63, 65 and 7 licenses, as well as the SIE exam. Emily Russell is a Certified Financial Planner and is registered with the state of Texas and Louisiana. Emily Russell is also registered with FINRA. Emily Russell has worked for AXA ADVISORS, LLC in the past and currently works for CUSO Financial Services, LP. Emily Russell has been an assistant coach for the Southwestern University swim team since September 28, 2019.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
02/27/2019 - Present
Cuso Financial Services, LP (AUSTIN TX)
TX
08/10/2015 - 08/09/2017
AXA ADVISORS, LLC (AUSTIN TX)
IA
Issued 10/14/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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