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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 Eric Charvonia is a financial advisor who has been in the industry since 1983. Russell currently works at Mariner Wealth. Russell also works with MSEC, LLC. Russell has been a registered representative with multiple firms throughout their career. Russell has a broad range of experience in investment advising, and holds a number of designations including Certified Financial Planner and Chartered Financial Consultant. Russell is a member of a number of organizations, including the Worldwide Civility Council. Russell has also authored a number of books, including a children's book series. Russell has a passion for helping people reach their financial goals.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
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CA
09/01/2021 - Present
Mariner Wealth (VENTURA CA)
CA
06/13/2014 - 09/03/2021
PURSHE KAPLAN STERLING INVESTMENTS (Ventura CA)
CA
11/01/2013 - 01/15/2014
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
CA
10/07/1997 - 11/22/2011
LPL FINANCIAL LLC (VENTURA CA)
MN
07/24/1990 - 10/21/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/24/1990 - 10/21/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
10/20/1988 - 07/21/1989
VEN*PAC FINANCIAL WEST GROUP
NA
05/11/1987 - 02/22/1988
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
07/19/1984 - 05/04/1987
SHEARSON LEHMAN BROTHERS INC.
NA
03/25/1982 - 08/02/1984
E. F. HUTTON & COMPANY INC
NA
07/01/1980 - 06/05/1982
CONTINENTAL AMERICAN SECURITIES, INC.
BC
Issued 06/28/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/30/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 06/21/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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