Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Charles Smith is a financial advisor with over 20 years of experience in the industry. Russell has held various positions at several firms including Ameriprise Financial Services, LLC. Russell is registered to provide investment advice in a number of states including New Jersey, Pennsylvania, and Texas. Russell's background is in securities and investment advisory services, and Russell is experienced in providing financial planning, portfolio management, and pension consulting services. Russell is associated with Ameriprise Financial Services, LLC, a firm with over 140,000 clients and more than $479 billion in regulatory assets under management.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
NJ
11/16/2012 - Present
Ameriprise Financial Services, LLC (Branchburg NJ)
NJ
10/23/2009 - 11/20/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLEMINGTON NJ)
NJ
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BRANCHBURG TOWNSHIP NJ)
NY
04/25/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
PA
01/17/2000 - 04/25/2001
SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)
IA
Issued 07/02/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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