Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Tepper is a financial professional with over 6 years of experience in the financial services industry. Russell is currently registered with Oneamerica Securities, Inc. Russell has experience working at several firms including AXA Advisors, LLC, PRUCO Securities, LLC., and Edward Jones. Russell is registered with the state of New Jersey to provide investment advisory services and holds the Series 66, Series 7, and SIE exams. Russell's areas of expertise include providing financial planning, pension consulting, educational seminars, portfolio management, and selection of other advisors.
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.
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2
NJ
10/16/2019 - Present
Oneamerica Securities, Inc. (Parsippany NJ)
NJ
05/14/2018 - 09/20/2019
AXA ADVISORS, LLC (MORRISTOWN NJ)
NJ
02/20/2015 - 10/19/2016
PRUCO SECURITIES, LLC. (WARREN NJ)
MO
11/17/2014 - 01/23/2015
EDWARD JONES (ST. LOUIS MO)
MO
02/04/2009 - 03/17/2009
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 12/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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