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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 Garnett Ellis is a registered investment advisor representative with Stonex Advisors Inc. based in Birmingham, Alabama. Russell Ellis has been in the securities industry since 2008 and holds several licenses, including Series 4, 6, 7, 24, and 66. Before joining Stonex Advisors Inc. Russell Ellis worked at Sterne, Agee & Leach, Inc. from 2008 to 2011. Stonex Advisors Inc. offers financial consulting services, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. The firm has approximately $4.5 billion in assets under management.
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.
Financial consulting 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.
1
2
AL
06/30/2016 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
AL
06/24/2008 - 05/25/2011
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
BOTH
Issued 09/19/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/2017
Series 4 - Registered Options Principal Examination
BC
Issued 11/03/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/23/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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