Unclaimed
Mary Jane Russell is an experienced financial professional with over 30 years in the industry. Mary Jane is a registered representative at &partners, a firm located in Nashville, TN. &partners is a full-service investment firm providing a range of financial services, including investment advisory, portfolio management, and financial planning. Mary Jane has worked with a wide range of clients, including individuals, corporations, and institutions. Mary Jane's expertise includes equity, fixed income, and municipal securities. She holds a Series 7, Series 24, and Series 63 licenses.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Trans fee, service charges; 12b-1; money market trls; bdsp
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2
TN
01/28/1994 - Present
&partners (NASHVILLE TN)
NY
06/22/1990 - 02/02/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 07/24/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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