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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Vincent Russell is a financial advisor with over 40 years of experience in the industry. Gary has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since December of 2008. Prior to that, Gary was with Citigroup Global Markets Inc. for nearly two decades. Gary is also a Registered Representative with FINRA and is licensed in several states. Gary is a Series 7, 3, 10, 9, 8, 63 and SIE licensed professional. Gary has experience with a wide range of financial products and services, including portfolio management, investment advisory, financial planning, retirement planning, insurance and estate planning. Gary is committed to helping clients reach their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
12/02/2008 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DELRAY BEACH FL)
FL
05/14/1990 - 12/16/2008
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
NY
12/05/1983 - 05/24/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
07/21/1978 - 12/13/1983
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
BC
Issued 08/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/10/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1989
Series 3 - National Commodity Futures Examination
BC
Issued 07/15/1978
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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