Unclaimed
Kenneth Russell is a registered Investment Advisor Representative with GSB Wealth Management, LLC. Kenneth has been in the financial industry since 2004 and has experience working with various clients including individuals, trusts, retirement plans, and businesses. Kenneth is a Series 7 and 65 licensed representative, having passed the Uniform Investment Adviser Law Examination in 2006 and the General Securities Representative Examination in 2014. Kenneth specializes in financial planning and investment management.
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.
Personalized portfolio management to meet individual financial objectives.
Ad-hoc services, consulting
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.
1
2
CT
02/19/2020 - Present
GSB Wealth Management, LLC (GUILFORD CT)
CT
03/11/2014 - 01/28/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW HAVEN CT)
CT
08/19/2005 - 11/13/2006
CITICORP INVESTMENT SERVICES (GREENWICH CT)
NY
11/03/2004 - 07/13/2005
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
CT
03/31/2004 - 09/16/2004
WEBSTER INVESTMENT SERVICES, INC. (KENSINGTON CT)
BC
Issued 03/29/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/19/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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