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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Thomas Russell is a financial advisor with Waverly Advisors, LLC. Justin has been in the industry since 2004 and has worked for firms such as PURSHE KAPLAN STERLING INVESTMENTS, MORGAN STANLEY DW INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Justin holds a Series 7, Series 24, Series 31, and Series 66 license. Justin provides financial planning, portfolio management, and selection of other advisors.
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.
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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AL
08/30/2016 - Present
Waverly Advisors, LLC (BIRMINGHAM AL)
AL
01/19/2007 - 04/26/2010
PURSHE KAPLAN STERLING INVESTMENTS (BIRMINGHAM AL)
AL
07/27/2005 - 11/29/2006
MORGAN STANLEY DW INC. (BIRMINGHAM AL)
MN
02/09/2004 - 03/14/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/09/2004 - 03/14/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2007
Series 24 - General Securities Principal Examination
BC
Issued 08/12/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 02/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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