Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell McLean is a financial advisor with Ameriprise Financial Services, LLC. Russell has been in the financial services industry since 1997 and has a wide range of experience. Russell is a Certified Financial Planner and holds the Series 6, 7, 31, and 65 licenses. Russell is also registered with the following states: Arizona, California, Georgia, Hawaii, Illinois, Iowa, Kansas, Maryland, Minnesota, Montana, Nebraska, Nevada, New Hampshire, North Carolina, North Dakota, Oregon, South Dakota, Texas, and Washington. Russell's main office is located in Portland, Oregon.
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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02/17/2021 - Present
Ameriprise Financial Services, LLC (Portland OR)
OR
08/12/2005 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (LAKE OSWEGO OR)
NY
09/10/1998 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
DE
06/12/1998 - 10/01/1998
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MN
04/15/1997 - 05/28/1998
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
NY
02/12/1997 - 04/10/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
02/12/1997 - 04/10/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 10/20/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/06/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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