Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roy? Claim Your ProfileRoy Lee Russell is a financial professional with over 30 years of experience in the financial services industry. Roy is a Registered Representative of Geneos Wealth Management, Inc. and has been with the firm since 2005. Roy has held previous positions at several other firms, including MULTI-FINANCIAL SECURITIES CORPORATION, FSC SECURITIES CORPORATION, HACKETT ASSOCIATES, INC., WALNUT STREET SECURITIES, INC., BRYN MAWR SECURITIES INC., and CHUBB SECURITIES CORPORATION. Roy is a Certified Financial Planner and holds a variety of licenses and registrations, including Series 7, 22, 24, 63, and SIE. Roy is also a Registered Investment Advisor in Pennsylvania. Roy is dedicated to helping clients achieve their financial goals through a variety of financial services including financial planning, portfolio management, and investment advisory services.
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.
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
PA
01/04/2005 - Present
Geneos Wealth Management, Inc. (DOUGLASSVILLE PA)
CO
09/16/1999 - 12/31/2004
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
GA
01/12/1996 - 09/16/1999
FSC SECURITIES CORPORATION (ATLANTA GA)
PA
08/28/1991 - 01/16/1996
HACKETT ASSOCIATES, INC. (WYOMISSING PA)
CA
02/06/1990 - 07/31/1991
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
PA
03/27/1987 - 02/14/1990
BRYN MAWR SECURITIES INC. (KING OF PRUSSIA PA)
NA
01/14/1986 - 03/30/1987
CHUBB SECURITIES CORPORATION
BC
Issued 12/17/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/29/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/17/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Roy Russell is the right advisor for you? Invested Better is here to help.
