Unclaimed
Russell Alan Frierson is a financial advisor with over 20 years of experience in the industry. Russell is currently registered as a Registered Representative with Global Retirement Partners LLC. Russell holds Series 7, Series 63, Series 24, and Series 4 licenses. Russell also holds a Series 65 license which allows Russell to provide investment advice.
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
CA
04/06/2016 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
CA
06/30/2006 - 05/19/2008
VTRADER PRO, LLC (SAN FRANCISCO CA)
TX
02/24/2006 - 07/30/2007
TRANSCEND CAPITAL, LP (AUSTIN TX)
CA
05/01/2006 - 05/01/2006
VTRADER, LLC. (SAN FRANCISCO CA)
NJ
06/18/2002 - 02/01/2005
MILLENNIUM BROKERAGE, L.L.C. (CHATHAM NJ)
NY
09/20/2001 - 06/06/2002
U.S. TRADING CORP. (NEW YORK NY)
NY
07/30/2001 - 06/06/2002
TSD TRADING, LLC (NEW YORK NY)
KS
02/22/1999 - 07/26/2001
FINANCIAL WORLD CORPORATION (OVERLAND PARK KS)
MI
06/25/1996 - 11/11/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
WI
12/05/1994 - 05/11/1995
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MO
04/20/1994 - 08/09/1994
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 12/09/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/29/2000
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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