Unclaimed
Russell D. Mercier is a financial advisor with AE Wealth Management, LLC. Russell has been in the industry since 2013 and holds a Series 65 license. Russell's primary practice area is financial planning and investment management. Russell has specialized knowledge in the area of insurance sales and services. Russell is also registered as an insurance agent with Trident Retirement Group. AE Wealth Management, LLC is a financial advisory firm headquartered in Topeka, KS.
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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FL
10/30/2024 - Present
AE Wealth Management, LLC (Tampa FL)
Active
Inactive
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