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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Allen Russell is an investment advisor representative at Kovack Advisors, Inc., with over 30 years of experience in the financial services industry. Jeffrey has a strong background in financial planning and portfolio management, and is dedicated to providing personalized advice to clients. Prior to joining Kovack Advisors, Inc., Jeffrey was a financial advisor at Morgan Stanley and Merrill Lynch. Jeffrey is registered with the following states: Arizona, California, Colorado, Georgia, Nevada, New York, and Texas.
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.
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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FL
10/02/2023 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
CA
05/19/2010 - 06/16/2021
MORGAN STANLEY (NEWPORT BEACH CA)
CA
09/07/1994 - 05/21/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAGUNA HILLS CA)
IA
Issued 10/07/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/18/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2001
Series 3 - National Commodity Futures Examination
BC
Issued 09/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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