Unclaimed
Frederick Russell is a financial advisor with over 40 years of experience in the industry. Russell is currently registered with Moneco Advisors dba Acorn Consulting, which is an investment advisor based in Fairfield, CT. Frederick Russell is also registered with the state of New Jersey as an Investment Advisor Representative. Frederick Russell has held previous registrations with Royal Alliance Associates, Inc., Signator Investors, Inc., and John Hancock Mutual Life Insurance Company. He is a Chartered Financial Consultant and holds licenses for Series 63, Series 65, Series 7, Series 1, and SIE exams.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Lpl financial sponsored advisory programs
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.
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CT
07/22/2022 - Present
Moneco Advisors (FAIRFIELD CT)
NJ
11/02/2018 - 12/21/2020
ROYAL ALLIANCE ASSOCIATES, INC. (PARAMUS NJ)
NJ
03/11/1976 - 11/02/2018
SIGNATOR INVESTORS, INC. (PARAMUS NJ)
MA
03/11/1976 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 01/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 03/08/1976
Series 1 - Registered Representative Examination
Active
Inactive
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