Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mike? Claim Your ProfileMike Russ is a financial advisor with LPL Financial LLC, a firm that provides financial advice and services to individuals, families, and businesses. Mike has been in the financial industry for over 20 years. Mike holds a Series 7, Series 6, and Series 63 license. Mike provides a variety of services to clients, including financial planning, portfolio management, and investment advice. Mike is committed to helping 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.
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.
Consulting and other non-discretionary advisory services
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.
1
2
PA
05/24/2022 - Present
LPL Financial LLC (CARLISLE PA)
PA
12/21/2009 - 02/14/2018
INVEST FINANCIAL CORPORATION (SHIPPENSBURG PA)
PA
12/10/2008 - 12/21/2009
UVEST FINANCIAL SERVICES GROUP, INC. (MECHANICSBURG PA)
PA
07/07/2004 - 12/11/2008
FINANCIAL NETWORK INVESTMENT CORPORATION (DILLSBURG PA)
MO
05/13/2003 - 06/29/2004
EDWARD JONES (ST. LOUIS MO)
NY
05/03/1999 - 01/11/2001
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
08/07/1998 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BOTH
Issued 08/11/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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