Unclaimed
Russell Evan Glickstern is a financial advisor with over 30 years of experience in the industry. Russell is registered with LPL Financial LLC and holds several licenses, including Series 7, 24, 31, and SIE. Russell is also registered in multiple states as both a broker-dealer and an investment advisor. Russell has a strong track record of providing financial advice to individuals, families, businesses, and organizations. Prior to joining LPL Financial, Russell worked at several firms including Fleet Enterprises, Inc., Green Hill Financial Service Corporation, and Mayer and Meyer Resources, Inc.
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
NY
08/03/2021 - Present
LPL Financial LLC (MOUNT KISCO NY)
NY
08/28/1992 - 05/21/1997
FLEET ENTERPRISES, INC. (NEW YORK NY)
NA
08/08/1986 - 08/19/1992
GREEN HILL FINANCIAL SERVICE CORPORATION
NA
03/19/1985 - 08/11/1986
MAYER AND MEYER RESOURCES, INC.
BC
Issued 04/02/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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