Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russ? Claim Your ProfileRuss Stallings is a financial advisor with Edward Jones. Russ has been in the financial services industry since 1999. Russ is a registered representative in Colorado and Texas. He has a variety of experience in the financial services industry, including working with Lincoln Financial Distributors, Inc., SunAmerica Capital Services, Inc., ProEquities, Inc., Van Kampen Funds Inc., MetLife Securities Inc. and Metropolitan Life Insurance Company. Russ provides financial planning and portfolio management services to individuals and businesses. Russ is also a Managing Partner of 5 S Financial LLC, a real estate holding company in Highlands Ranch, Colorado.
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.
See schedule d - miscellaneous
1
2
CO
01/10/2019 - Present
Edward Jones (LAKEWOOD CO)
PA
09/04/2014 - 06/05/2018
FS INVESTMENT SOLUTIONS, LLC (PHILADELPHIA PA)
PA
05/21/2010 - 08/14/2014
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
NJ
12/08/2004 - 05/10/2010
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
AL
06/19/2002 - 12/10/2004
PROEQUITIES, INC. (BIRMINGHAM AL)
TX
02/25/2000 - 03/19/2002
VAN KAMPEN FUNDS INC. (HOUSTON TX)
MA
02/26/1999 - 02/22/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/26/1999 - 02/22/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 07/16/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/24/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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