Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Charles Russell is a financial advisor with over 40 years of experience in the industry. James is currently registered with Osaic Wealth, Inc. and has previously worked with Securities America, Inc., KMS Financial Services, Inc., National Planning Corporation, Royal Alliance Associates, Inc., Integrated Resources Equity Corporation, IDS Life Insurance Company, IDS Marketing Corporation and Investors Diversified Services, Inc. James holds a Series 7TO, SIE, and Series 1 license as well as a Series 63 and Series 24 license. James is also registered in Arizona, California, Illinois, Montana, Oregon and Washington. James specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars and selection of other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
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.
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2
OR
06/14/2024 - Present
Osaic Wealth, Inc. (Eugene OR)
OR
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Eugene OR)
OR
11/06/2017 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Eugene OR)
OR
08/31/2007 - 11/07/2017
NATIONAL PLANNING CORPORATION (EUGENE OR)
OR
11/19/1989 - 09/06/2007
ROYAL ALLIANCE ASSOCIATES, INC. (EUGENE OR)
NA
05/11/1983 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
04/11/1973 - 11/08/1983
IDS LIFE INSURANCE COMPANY
NA
04/11/1973 - 11/08/1983
IDS MARKETING CORPORATION
NA
04/11/1973 - 05/09/1983
INVESTORS DIVERSIFIED SERVICES, INC.
BC
Issued 07/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/1985
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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