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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Anthony Cesari is a financial advisor with over 25 years of experience in the industry. Russell has a wide range of experience, working previously with Ascend Financial Services, Inc. and now with Northwest Financial Advisors LLC. Russell has a broad range of credentials, including passing Series 6, 7, 24, 51, 63 and 65 exams. He is also a Chartered Financial Consultant and specializes in providing financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, businesses, corporations, and charitable organizations. Russell is registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative and is also a registered investment advisor (RIA).
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.
A percentage of the total value of assets under management is charged.
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VA
11/06/2013 - Present
Northwest Financial Advisors LLC (HERNDON VA)
MN
08/11/1997 - 02/21/2001
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
Issued 03/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/16/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/09/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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