Unclaimed
Grace Paulson is a financial professional with Russell Investments Implementation Services, LLC. Grace is licensed to provide investment advice in Washington. Grace has been in the industry for over 2 years and has a Series 7TO, Series 63 and a SIE license. Grace has a proven track record of success in the financial services industry.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Execution services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of revenue/intracompany agrmts
1
2
WA
01/01/2023 - Present
Russell Investments Implementation Services, LLC (SEATTLE WA)
BC
Issued 04/11/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
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