Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Yarwood is a financial advisor at Fidelity Personal and Workplace Advisors, and has been with Fidelity for over 3 years. Russell has been working in the industry since 2008. Russell is registered with the state of Texas to provide investment advisory and brokerage services. Russell is a licensed general securities representative and has passed the Series 63, Series 66, and Series 7 exams. Russell specializes in portfolio management for individuals and businesses, as well as financial planning.
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.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TX
04/28/2011 - 05/18/2015
TD AMERITRADE, INC. (FORT WORTH TX)
TX
08/31/2009 - 04/20/2011
GRAND FINANCIAL, INC. (ADDISON TX)
TX
07/02/2009 - 09/25/2009
O & G SECURITIES, INC. (DENTON TX)
TX
04/10/2008 - 11/05/2008
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 05/04/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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