Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rene? Claim Your ProfileRene Russ has been in the financial services industry for over 20 years. Rene Russ is a registered representative with LPL Financial LLC and is licensed to provide investment advice in Alaska and other states. Rene Russ's experience includes a previous role with Waddell & Reed where Rene Russ was registered from 2002 to 2021. Rene Russ holds the Series 66, Series 7, and SIE licenses. In addition to financial planning and investment management, Rene Russ is also involved in real estate rental and management. Rene Russ has a diverse background and is well-equipped to provide personalized financial advice to a wide range of clients.
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.
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2
AK
07/21/2021 - Present
LPL Financial LLC (WASILLA AK)
AK
06/18/2002 - 07/21/2021
WADDELL & REED (WASILLA AK)
BOTH
Issued 08/12/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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