Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Diamond is an investment advisor representative with Osaic Wealth, Inc. with over 14 years of experience in the industry. Russell is also a registered representative in Florida and Texas. Russell specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and institutions. In addition to his work with Osaic Wealth, Inc., Russell also serves as a treasurer for the Continental Golf League and is a part owner in MCHENRY METALS GOLF, LLC. Russell is a Certified Financial Planner, and holds a Series 6 and Series 63 license.
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.
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
FL
06/07/2024 - Present
Osaic Wealth, Inc. (WESLEY CHAPEL FL)
FL
03/15/2013 - 11/02/2018
SIGNATOR INVESTORS, INC. (WESLEY CHAPEL FL)
FL
09/13/2011 - 02/11/2013
ALLSTATE FINANCIAL SERVICES, LLC (LAKELAND FL)
FL
10/19/2009 - 09/07/2011
SIGNATOR INVESTORS, INC. (TAMPA FL)
BC
Issued 01/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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