Unclaimed
Russell Bissett is a financial advisor with LPL Financial LLC. Russell is registered with the state of Florida and South Carolina as a broker-dealer and investment advisor. Russell has over 10 years of experience in the financial services industry. Russell holds the Series 7, Series 63, Series 55, Series 57TO and SIE licenses. Russell is a skilled financial advisor and can assist you with investment advice and financial planning.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
07/26/2022 - Present
LPL Financial LLC (PALM BEACH GARDENS FL)
FL
03/29/2016 - 05/21/2021
UBS FINANCIAL SERVICES INC. (PALM BEACH GARDENS FL)
NY
12/01/2010 - 06/02/2015
CANTOR FITZGERALD & CO. (NEW YORK NY)
NY
11/14/2008 - 06/01/2010
CANTOR FITZGERALD & CO. (NEW YORK NY)
BOTH
Issued 07/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2011
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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