Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raquel? Claim Your ProfileRaquel Russell is a financial advisor with Charles Schwab & Co., Inc.. Raquel is licensed to provide investment advice in Ohio. Raquel has been working in the financial industry since 2003. Raquel has a Series 7, Series 63, and Series 66 licenses. Raquel is a registered representative of Charles Schwab & Co., Inc..
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
03/11/2022 - Present
Charles Schwab & CO., Inc. (Austin TX)
OH
06/07/2007 - 05/07/2021
CHARLES SCHWAB & CO., INC. (Richfield OH)
OH
04/03/2003 - 04/16/2007
PRINCOR FINANCIAL SERVICES CORPORATION (CLEVELAND OH)
BOTH
Issued 01/31/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Raquel Russell is the right advisor for you? Invested Better is here to help.
