Unclaimed
Gregory Russell is a financial advisor with over 20 years of experience in the financial services industry. Gregory has a strong track record of success in providing investment advice and financial planning services to clients. Gregory is currently registered with Fidelity Brokerage Services LLC. Gregory has previously held positions with Brown Brothers Harriman & Co., Morgan Stanley DW Inc., National Discount Brokers, and Roan Capital Partners L.P.
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.
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.
1
2
NJ
11/18/2011 - Present
Fidelity Brokerage Services LLC (JERSEY CITY NJ)
NY
05/30/2006 - 10/29/2011
BROWN BROTHERS HARRIMAN & CO. (NEW YORK NY)
NY
10/12/2005 - 05/31/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
NE
11/29/1996 - 07/16/1999
NATIONAL DISCOUNT BROKERS (OMAHA NE)
NY
05/28/1996 - 08/29/1996
ROAN CAPITAL PARTNERS L.P. (NEW YORK NY)
BC
Issued 06/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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