Unclaimed
Russell Donath is a financial advisor in EAST HILLS, NY. Russell is registered with MML Investors Services, LLC, and has been in the industry since November 2008. Russell has passed the Series 6, Series 63, and SIE exams. Russell has held previous positions at MSI FINANCIAL SERVICES, INC., METLIFE SECURITIES INC, MASSMUTUAL LIFE INSURANCE CO, and NATIONAL BOND AND TRUSH. MML Investors Services, LLC, is a broker-dealer and investment advisor with offices throughout the United States. The firm offers a wide range of financial products and services, including investment management, retirement planning, and insurance.
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 programs
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.
Solicitors fees
1
2
NY
06/14/2021 - Present
MML Investors Services, LLC (EAST HILLS NY)
NY
11/24/2008 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (EAST HILLS NY)
BC
Issued 01/15/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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