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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 Pratt Russell is a financial advisor with Cambridge Investment Research Advisors, Inc. Jeffrey has been a registered representative for over 15 years. Jeffrey's experience in the financial services industry includes previous roles at MML Investors Services, LLC, People's Securities, Inc., Chittenden Securities, LLC and Delta Equity Services Corporation. Jeffrey holds Series 7, Series 63, Series 65 and SIE licenses and is currently registered with the state of Maine and other states. In addition to financial advising, Jeffrey is also a lawyer with experience in commercial real estate development, leasing and sales, and is involved with several non-profit organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
ME
03/28/2014 - Present
Cambridge Investment Research Advisors, Inc. (HAMPDEN ME)
ME
04/18/2012 - 03/28/2014
MML INVESTORS SERVICES, LLC (BANGOR ME)
ME
09/19/2011 - 02/07/2012
PEOPLE'S SECURITIES, INC. (BANGOR ME)
ME
05/08/2009 - 10/28/2009
CHITTENDEN SECURITIES, LLC. (BANGOR ME)
ME
10/17/2006 - 04/09/2009
DELTA EQUITY SERVICES CORPORATION (FALMOUTH ME)
IA
Issued 07/02/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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