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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russ? Claim Your ProfileRuss Clever is an active investment advisor representative with Morgan Stanley. Russ has been in the industry for over 26 years and is registered with the state of Missouri. Russ has a broad range of experience, having worked at several other firms prior to joining Morgan Stanley. These include: Citigroup Global Markets Inc., First Union Securities, Inc., Dean Witter Reynolds Inc., and Franklin Financial Services Corporation. Russ has passed the Series 6, 7, 31, and SIE exams. In addition to being a licensed investment advisor, Russ is also a registered representative.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MO
04/02/2020 - Present
Morgan Stanley (Chesterfield MO)
MO
12/03/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CLAYTON MO)
MO
03/24/2000 - 12/07/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
04/28/1998 - 10/13/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
TX
01/23/1996 - 05/04/1998
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 02/14/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/13/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/22/1996
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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