Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gloria? Claim Your ProfileGloria Vanessa Russell is a financial advisor with over 23 years of experience in the financial services industry. Gloria is currently registered with Transamerica Retirement Advisors, LLC and holds the Series 6, 7, 24, 63, and 66 licenses. Gloria has previously worked with J.P. MORGAN SECURITIES LLC, NATIONWIDE INVESTMENT SERVICES CORPORATION, LINCOLN FINANCIAL ADVISORS CORPORATION, LINCOLN INVESTMENT, AXA ADVISORS, LLC, LPL FINANCIAL CORPORATION, VALIC FINANCIAL ADVISORS, INC., and THE VARIABLE ANNUITY MARKETING COMPANY. Gloria is a registered representative of Transamerica Retirement Advisors, LLC. Gloria's areas of specialization include retirement planning, mutual funds, insurance, and annuities.
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.
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
IL
09/11/2019 - Present
Transamerica Retirement Advisors, LLC (Chicago IL)
IL
01/08/2018 - 08/28/2019
J.P. MORGAN SECURITIES LLC (Chicago IL)
OH
06/16/2015 - 09/16/2015
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
IN
08/24/2010 - 01/15/2015
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IL
03/29/2010 - 08/02/2010
LINCOLN INVESTMENT (HOFFMAN ESTATES IL)
IL
11/30/2009 - 03/03/2010
AXA ADVISORS, LLC (OAK BROOK IL)
IL
09/12/2008 - 06/16/2009
LPL FINANCIAL CORPORATION (CHICAGO IL)
IL
06/12/1998 - 02/22/2007
VALIC FINANCIAL ADVISORS, INC. (CHICAGO IL)
TX
05/18/1992 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BC
Issued 02/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/14/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gloria Russell is the right advisor for you? Invested Better is here to help.
