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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 Bosworth Chaney is a financial advisor with over 27 years of experience in the industry. Russell currently works for Wells Fargo Clearing Services, LLC. Russell has been registered with the firm since January 2011 and has held previous positions with firms such as Wells Fargo Investments, LLC, Banc of America Investment Services, Inc., and CitiCorp Investment Services. Russell holds a Series 7, Series 63, Series 52, and Series 65 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.
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.
Investment consulting services to institutional clients
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.
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2
TX
02/02/2022 - Present
Wells Fargo Clearing Services, LLC (DALLAS TX)
CA
03/18/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (ROSEVILLE CA)
CA
10/21/2005 - 03/18/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ROSEVILLE CA)
NY
02/03/2003 - 10/26/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NC
09/04/2002 - 02/06/2003
XCU CAPITAL CORPORATION, INC. (RALEIGH NC)
IA
07/28/1999 - 09/12/2002
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NJ
03/26/1996 - 07/28/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MI
09/12/1995 - 01/24/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 05/31/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/18/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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