Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Bartlett is a financial advisor with over 20 years of experience in the financial services industry. Russell is currently registered with Raymond James & Associates, Inc. and is located in Boston, MA. Russell has a strong background in investments and financial planning, and is committed to providing clients with personalized financial advice and guidance. Before joining Raymond James, Russell worked at Deutsche Bank Securities Inc., J.P. Morgan Securities LLC, American Express Financial Advisors Inc. and IDS Life Insurance Company. Russell holds the Series 66, Series 7 and SIE licenses and is registered in multiple states.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MA
09/06/2016 - Present
Raymond James & Associates, Inc. (Boston MA)
MA
05/25/2011 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (BOSTON MA)
MA
05/12/2004 - 06/03/2011
J.P. MORGAN SECURITIES LLC (BOSTON MA)
MN
08/19/2003 - 05/12/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/19/2003 - 05/12/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/26/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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