Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Russell is a financial advisor with over 30 years of experience in the industry. Randy has been registered with J.p. Morgan Securities LLC since 2012, and prior to that, worked with CHASE INVESTMENT SERVICES CORP., WRP INVESTMENTS, INC., 1ST GLOBAL CAPITAL CORP., 1-800 MUTUALS, INC., WELLS FARGO SECURITIES INC., PRINCIPAL FINANCIAL SECURITIES,INC., H.D. VEST INVESTMENT SECURITIES, INC., FIDELITY BROKERAGE SERVICES, INC., and FIDELITY DISTRIBUTORS CORPORATION. Randy offers financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
10/01/2012 - Present
J.p. Morgan Securities LLC (Dallas TX)
TX
08/23/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ALLEN TX)
TX
01/03/2011 - 08/24/2011
WRP INVESTMENTS, INC. (ALLEN TX)
TX
06/04/2008 - 12/31/2010
WRP INVESTMENTS, INC. (SOUTHLAKE TX)
TX
03/22/1999 - 06/02/2008
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
08/07/1998 - 12/31/1998
1-800 MUTUALS, INC. (DALLAS TX)
CA
01/06/1997 - 05/29/1998
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
TX
10/30/1995 - 01/20/1997
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
TX
03/03/1992 - 11/01/1995
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
RI
01/06/1987 - 10/22/1991
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NA
08/27/1986 - 12/16/1986
FIDELITY DISTRIBUTORS CORPORATION
IA
Issued 08/31/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/1992
Series 24 - General Securities Principal Examination
BC
Issued 12/02/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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