Unclaimed
Russell Erwin Suede is a financial advisor with over 34 years of experience in the industry. Russell is registered with LPL Financial LLC, in California and Texas. Prior to joining LPL Financial LLC, Russell worked for H.D. VEST INVESTMENT SERVICES, YAEGER SECURITIES, INC. and MLC SECURITIES CORPORATION. Russell is also a Certified Financial Planner and a Personal Financial Specialist.
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
CA
04/10/2008 - Present
LPL Financial LLC (AGOURA HILLS CA)
TX
02/29/1996 - 02/01/2002
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
NA
09/26/1988 - 03/22/1994
YAEGER SECURITIES, INC.
NA
01/21/1987 - 10/25/1988
MLC SECURITIES CORPORATION
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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