Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Conson is an experienced financial advisor with over 30 years in the industry. Russell is currently registered with Calton & Associates, Inc. and has a wide range of experience in the financial services industry, having worked with several firms throughout his career. Russell holds Series 7, 63, and SIE licenses and has a track record of providing comprehensive financial planning and investment advice to individuals, families, and businesses. Russell specializes in providing tailored solutions to help clients achieve their financial goals, including retirement planning, wealth management, and estate planning.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
11/13/2017 - Present
Calton & Associates, Inc. (Houston TX)
TX
10/27/1999 - 11/09/2017
IMS SECURITIES, INC. (HOUSTON TX)
NY
05/09/1994 - 11/01/1999
M. J. WHITMAN, INC. (NEW YORK NY)
NJ
10/04/1993 - 05/18/1994
HYM FINANCIAL, INC. (CLIFTON NJ)
NE
02/23/1993 - 10/06/1993
SECURITIES AMERICA, INC. (LAVISTA NE)
BC
Issued 03/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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