Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Russell is a financial professional with over 19 years of experience in the financial services industry. Matthew has been registered with Cuso Financial Services, LP since July 2011 and has been a registered representative with both Cuna Brokerage Services, Inc. and Wells Fargo Advisors, LLC in the past. Matthew is a Certified Financial Planner and holds a Series 7, 24, and 66 license. Matthew is also a registered investment advisor in Oregon and Texas. Matthew specializes in working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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
OR
12/21/2023 - Present
Cuso Financial Services, LP (PORTLAND OR)
OR
11/20/2014 - 10/20/2015
CUNA BROKERAGE SERVICES, INC. (PORTLAND OR)
OR
07/25/2011 - 11/11/2014
CUSO FINANCIAL SERVICES, L.P. (PORTLAND OR)
OR
01/03/2011 - 07/25/2011
WELLS FARGO ADVISORS, LLC (PORTLAND OR)
CA
08/14/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
09/08/2003 - 12/02/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 11/06/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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