Unclaimed
Russell Kuchera is a financial advisor with over 25 years of experience in the financial services industry. Russell is registered with LPL Financial LLC and has experience in various areas including investment management and financial planning. Russell is committed to providing personalized financial advice and investment strategies tailored to individual clients' goals.
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.
Consulting and other non-discretionary advisory services
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
DE
05/03/2022 - Present
LPL Financial LLC (NEW CASTLE DE)
DE
07/02/2015 - 04/29/2022
CITIZENS SECURITIES, INC. (HOCKESSIN DE)
DE
05/31/2012 - 06/24/2015
WELLS FARGO ADVISORS, LLC (HOCKESSIN DE)
MD
02/18/2009 - 06/01/2012
PNC INVESTMENTS (NORTH EAST MD)
DE
06/04/2008 - 12/16/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (WILMINGTON DE)
DE
03/10/2007 - 06/05/2008
PRIMEVEST FINANCIAL SERVICES, INC. (GREENVILLE DE)
DE
08/25/2006 - 03/08/2007
PNC INVESTMENTS (NEWARK DE)
DE
07/07/2004 - 07/10/2006
PARK AVENUE SECURITIES LLC (NEW CASTLE DE)
FL
07/29/1998 - 06/16/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
GA
02/04/1997 - 08/10/1998
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 12/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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