Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Russell is a financial professional with over 20 years of experience in the industry. Eric is currently registered with Principal Securities, Inc. in Iowa, and has previously been registered in Wisconsin. Eric has a diverse background, including experience working with individuals, high-net-worth individuals, corporations or other businesses, and charitable organizations. Eric has passed a variety of exams, including the Series 7, 6, 63, 66, and 24. Eric also holds several designations.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
01/03/2007 - Present
Principal Securities, Inc. (DES MOINES IA)
WI
05/29/2002 - 08/09/2005
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 12/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/28/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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