Unclaimed
Russel Jude Stoever is a financial advisor with over 40 years of experience in the industry. Russel is currently registered as a broker and investment advisor representative with Crews & Associates, Inc. Russel has extensive experience in the securities industry, having held various positions at several firms. Russel holds the Series 7, 24, 52TO, 53, 63 and 65 licenses. Russel is registered in all states with the exception of Nebraska, New Mexico, Pennsylvania, West Virginia, and Wyoming. Russel specializes in providing financial planning, portfolio management for individuals and businesses, 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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
01/24/2025 - Present
Crews & Associates, Inc. (New York NY)
IA
Issued 03/08/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/18/1985
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Russel Stoever is the right advisor for you? Invested Better is here to help.