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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 Don Kelley is a financial advisor in Fayetteville, Arkansas with over 30 years of experience in the financial industry. Russell is currently registered with Morgan Stanley and has been with the firm since 2009. Prior to joining Morgan Stanley, Russell was employed at CITIGROUP GLOBAL MARKETS INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Russell holds licenses in 52 states and has a broad range of experience serving the needs of individuals, corporations, insurance companies, and charitable organizations. Russell is committed to providing clients with a personalized approach to financial planning and investment 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
AR
03/26/2020 - Present
Morgan Stanley (Fayetteville AR)
AR
08/22/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ROGERS AR)
NY
09/05/1990 - 08/28/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/26/1990 - 08/13/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
03/22/1988 - 04/23/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
IA
Issued 07/13/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/18/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1988
Series 3 - National Commodity Futures Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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