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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 Jones is a financial advisor with Cetera Investment Advisers LLC, based in Vienna, VA. Russell has been in the financial services industry for over 2 years and has a comprehensive background in providing financial planning and investment management services to individuals, businesses, and families. Russell holds the Series 7, 63, and 65 licenses and is a Certified Financial Planner. With expertise in financial planning, portfolio management, and investment advisory services, Russell is committed to helping clients achieve their financial goals.
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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VA
06/29/2023 - Present
Cetera Investment Advisers LLC (VIENNA VA)
VA
03/25/2022 - 05/10/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (RESTON VA)
IA
Issued 9/3/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/4/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 3/25/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 8/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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