Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Holub is a financial advisor with over 30 years of experience in the industry. Russell has a broad range of experience, most recently at Westpark Capital, Inc. Russell has worked for several firms over the years, including ROSENBLATT SECURITIES INC., PENSERRA SECURITIES, LLC and MORGAN STANLEY & CO., INCORPORATED. Russell is registered in 18 states and holds multiple securities licenses including Series 7, 63, 9, 10, 24, 55, 57TO and 99TO.
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.
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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2
NY
02/23/2021 - Present
Westpark Capital, Inc. (NEW YORK NY)
NY
07/29/2008 - 02/19/2021
ROSENBLATT SECURITIES INC. (NEW YORK NY)
CA
08/05/2008 - 04/22/2014
PENSERRA SECURITIES, LLC (ORINDA CA)
NY
09/07/1989 - 12/06/2007
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
08/25/1988 - 08/17/1989
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 09/20/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/19/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/24/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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