Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Keith Jones is a financial advisor at Osaic Wealth, Inc. Russell has been in the financial services industry since 1985 and is registered in Arizona, Louisiana, Mississippi, and Texas. Russell holds Series 7 and Series 63 securities licenses as well as the SIE exam. Russell has previously been employed by WFG INVESTMENTS, INC., PRO-INTEGRITY SECURITIES, INC., and ROYAL ALLIANCE ASSOCIATES, INC.
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
LA
05/08/2014 - Present
Osaic Wealth, Inc. (SHREVEPORT LA)
LA
01/03/2005 - 05/09/2014
WFG INVESTMENTS, INC. (SHREVEPORT LA)
TX
10/10/2001 - 12/31/2004
PRO-INTEGRITY SECURITIES, INC. (LONGVIEW TX)
AZ
11/19/1989 - 10/17/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
10/23/1985 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 12/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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