Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Parker? Claim Your ProfileParker Russell Hardt is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Parker has been in the financial services industry since 2013 and has experience with J.P. Morgan Securities LLC, KEY INVESTMENT SERVICES LLC, Waddell & Reed, and Wells Fargo. Parker is registered to offer securities and investment advice in California and Texas. Parker is also licensed to provide securities and investment advisory services to high-net-worth individuals, corporations, charitable organizations, and other institutions.
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.
Investment consulting services to institutional clients
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
CA
08/10/2023 - Present
Wells Fargo Clearing Services, LLC (LADERA RANCH CA)
CA
07/16/2019 - 08/11/2023
J.P. MORGAN SECURITIES LLC (ALISO VIEJO CA)
OR
10/26/2016 - 07/17/2018
KEY INVESTMENT SERVICES LLC (NEWBERG OR)
OR
03/02/2016 - 09/06/2016
WADDELL & REED (LAKE OSWEGO OR)
OR
07/26/2013 - 03/11/2016
J.P. MORGAN SECURITIES LLC (SHERWOOD OR)
IA
Issued 04/05/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/26/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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