Unclaimed
Russell Gerard Rabadeau is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Westfield, NJ. Russell has been in the financial services industry for over 18 years, working with both individuals and businesses. Russell is a Certified Financial Planner and has extensive experience in retirement planning, investment management, and insurance. Russell's previous employment includes Wells Fargo Clearing Services, LLC and NYLIFE Distributors LLC. Russell is licensed to practice in multiple states including New Jersey, Texas, Alabama, Arizona, California, Colorado, Connecticut, Florida, Hawaii, Idaho, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Virginia, and Washington.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NJ
05/26/2020 - Present
Raymond James Financial Services Advisors, Inc. (WESTFIELD NJ)
NJ
07/29/2010 - 09/11/2018
WELLS FARGO CLEARING SERVICES, LLC (WESTFIELD NJ)
NY
10/24/2005 - 07/20/2010
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
NJ
12/17/2004 - 10/10/2005
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
IA
Issued 07/03/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/02/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/16/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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