Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell E. Gaiser is a financial advisor with over 16 years of experience in the industry. Russell is affiliated with Independent Solutions Wealth Management, LLC, where Russell provides financial planning and investment management services to individuals, families, and businesses. Russell has a strong track record of success in helping clients achieve their financial goals, and Russell is committed to providing personalized and comprehensive financial advice. Russell holds the Series 63, 65, and 7TO securities licenses. Russell is also a Certified Financial Planner (CFP®).
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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NY
09/26/2023 - Present
Independent Solutions Wealth Management, LLC (WILLIAMSVILLE NY)
BC
Issued 10/01/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/28/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/15/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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