Unclaimed
Russell John Scherrer is a financial advisor with HSBC Securities (USA) Inc., with over 16 years of experience in the financial services industry. Russell is registered to provide investment advice in New York and New Jersey. Russell has a Series 7, 9, 10, 24, 63, and 66 licenses and a Series 99TO and SIE. Russell has a comprehensive understanding of the financial markets and a proven track record of providing tailored investment solutions to meet the needs of clients.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
04/04/2022 - Present
Hsbc Securities (usa) Inc. (Buffalo NY)
GA
08/24/2006 - 06/04/2010
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BOTH
Issued 04/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/14/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/27/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Russell Scherrer is the right advisor for you? Invested Better is here to help.