Unclaimed
Joshua Goodell is a financial professional with over 6 years of experience in the financial industry. Joshua is currently registered with Russell Investments Implementation Services, LLC as an Investment Advisor Representative. Previously, Joshua was associated with RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS. Joshua holds the Series 63, SIE and Series 7 licenses and has passed the Uniform Securities Agent State Law Examination.
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
06/15/2016 - Present
Russell Investments Implementation Services, LLC (SEATTLE WA)
WA
02/03/2016 - 06/15/2016
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (SEATTLE WA)
BC
Issued 12/18/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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