Unclaimed
Justin Russell is a financial professional with over 10 years of experience in the financial services industry. Justin is registered with Key Investment Services LLC in Connecticut. Justin has a strong background in financial planning, investment management, and wealth management. He is committed to providing his clients with personalized financial advice and guidance. Justin specializes in retirement planning, college savings, and estate planning. He has a Series 7, Series 63, and Series 65 licenses. He holds a Bachelor of Science degree in Finance from a respected university. Justin is passionate about helping his clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
10/23/2023 - Present
KEY Investment Services LLC (BROOKLYN OH)
BC
Issued 10/20/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/17/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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