Unclaimed
Robert Evans Russell is a financial advisor registered with Nations Financial Group, Inc. Robert has been in the industry since 1990. Robert is currently registered with the State of Florida. Robert specializes in providing financial advice to individuals and businesses. He has a strong track record of success in providing investment management, financial planning, and other advisory services. In the past, Robert was registered with A. G. EDWARDS & SONS, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, LEHMAN BROTHERS INC. and THE ODIN GROUP, 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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
06/22/2005 - Present
Nations Financial Group, Inc. (NAPLES FL)
MO
05/16/1997 - 06/06/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
07/09/1992 - 05/21/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/09/1989 - 02/28/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/29/1989 - 09/01/1989
THE ODIN GROUP, INC.
IA
Issued 08/02/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1989
Series 3 - National Commodity Futures Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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