Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Herschel? Claim Your ProfileHerschel Victor Leverett is a financial professional who has been working in the industry since July 1997. Leverett is currently registered with Russell Investments Implementation Services, LLC, a firm with an active broker-dealer and investment advisor scope. Before joining Russell Investments Implementation Services, LLC, Leverett was with RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC and FRANK RUSSELL CAPITAL INC. PART OF RUSSELL INVESTMENT GROUP. Leverett has several licenses and certifications including the Series 63, Series 65, SIE, and Series 7.
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
05/13/2024 - Present
Russell Investments Implementation Services, LLC (SEATTLE WA)
WA
04/25/2006 - 04/02/2024
RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC (SEATTLE WA)
WA
06/11/1997 - 04/21/2006
FRANK RUSSELL CAPITAL INC. PART OF RUSSELL INVESTMENT GROUP (TACOMA WA)
WA
03/24/2003 - 01/15/2004
RUSSELL FUND DISTRIBUTORS, INC. (SEATTLE WA)
BC
Issued 04/08/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/08/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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