Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Frederic Dunn has been in the financial services industry since November 1996. Russell is currently registered with Cetera Investment Advisers LLC in Centerport, NY. Previously, Russell was registered with HOCHMAN & BAKER SECURITIES, INC. in STAMFORD, CT from November 1996 until June 2004. Russell has passed the Series 63, Series 65, Series 7, and SIE exams. Russell is a Certified Public Accountant and holds a license to practice in the State of Florida. Russell has a number of other business interests including serving as a Project Manager at Wollin Ventures, Inc., teaching at Broward College, and serving as a Trustee for family trusts.
CENTERPORT, NY
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.
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.
1
2
NY
07/07/2004 - Present
Cetera Investment Advisers LLC (CENTERPORT NY)
CT
11/26/1996 - 06/30/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
IA
Issued 1/11/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Russell Dunn is the right advisor for you? Invested Better is here to help.
