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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Nicholas Russell is a financial advisor with over 20 years of experience in the industry. Joseph Russell is currently registered with Avantax Advisory Services and Century Advisory Group, LLC. Joseph Russell has held previous positions at 1ST GLOBAL CAPITAL CORP., Oppenheimer & Co. Inc., and CIBC WORLD MARKETS CORP.. Joseph Russell is a Certified Public Accountant and a Partner at O'Connor Davies, LLP. Joseph Russell has a broad range of experience in wealth management, accounting, and insurance. Joseph Russell provides financial planning, portfolio management, and other advisory services to individuals, businesses, and retirement plans.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
10/25/2019 - Present
Avantax Advisory Services (IRVING TX)
NJ
07/01/2017 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (Woodcliff Lake NJ)
NY
01/03/2003 - 12/07/2015
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
02/11/2000 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BOTH
Issued 05/24/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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