Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell A. Stout is a financial advisor with over 20 years of experience in the financial services industry. Russell Stout is currently registered with Osaic Wealth, Inc. Russell Stout previously worked at Sagepoint Financial, Inc., M&T Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, David Lerner Associates, Inc., SunTrust Investment Services, Inc., Banc of America Investment Services, Inc., Quick & Reilly, Inc., Pruco Securities Corporation, and AXA Advisors, LLC. Russell Stout holds the Series 66, Series 26, SIE and Series 7 licenses and is a registered representative in Alaska, California, Florida, Massachusetts, New York, North Carolina, Pennsylvania, and Texas.
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.
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2
FL
09/01/2023 - Present
Osaic Wealth, Inc. (Coral Springs FL)
NY
09/28/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SYRACUSE NY)
NY
03/07/2012 - 10/02/2020
M&T SECURITIES, INC. (NEW HARTFORD NY)
NY
06/15/2011 - 02/22/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SYRACUSE NY)
FL
01/04/2010 - 03/11/2010
DAVID LERNER ASSOCIATES, INC. (BOCA RATON FL)
FL
05/02/2007 - 07/07/2009
SUNTRUST INVESTMENT SERVICES, INC. (PEMBROKE PINES FL)
NY
10/20/2004 - 04/19/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (CENTRAL SQUARE NY)
NY
11/26/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NJ
10/14/2002 - 12/02/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
06/04/2002 - 09/18/2002
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 07/31/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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