Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russel? Claim Your ProfileRussel Sands is a financial advisor with over 40 years of experience in the financial services industry. Russel has a strong background in investment advisory services and insurance. Russel is currently affiliated with Kestra Advisory Services, LLC, providing comprehensive financial planning services and customized investment strategies to individuals, families, and businesses. Russel's experience and expertise in investment advisory and insurance services allow him to help clients achieve their financial goals, including retirement planning, college savings, and estate planning. Russel is dedicated to providing personalized service and building long-term relationships with 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.
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.
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2
NY
06/22/2021 - Present
Kestra Advisory Services, LLC (Port Jefferson NY)
NY
01/03/2017 - 02/22/2021
LINCOLN INVESTMENT (BOHEMIA NY)
NY
01/01/1994 - 01/03/2017
LEGEND EQUITIES CORPORATION (BOHEMIA NY)
FL
12/20/1981 - 01/01/1994
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
BC
Issued 01/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/1991
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/15/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/19/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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