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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 James Bragg is a financial advisor currently registered with Fidelity Personal and Workplace Advisors. Russell has been in the industry since February 4, 2017, and is licensed to provide investment advice in 16 states. Russell is also a registered representative with FINRA and has passed the Series 7, Series 9, Series 10, Series 66, and SIE exams. Russell has worked with a wide range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Russell offers a variety of services, including financial planning, 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.
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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FL
10/07/2021 - Present
Fidelity Personal AND Workplace Advisors (ALTAMONTE SPRINGS FL)
FL
01/11/2017 - 01/09/2020
EDWARD JONES (TAVARES FL)
BOTH
Issued 03/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/14/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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