Unclaimed
Russell Kenneth Newman is a financial advisor who has been in the industry since June 8, 1986. Russell is currently registered with Money Concepts Capital Corp. and has been with them since November 2019. Before that, Russell worked at Nationwide Securities, LLC for over 34 years. Russell specializes in investments and financial planning. Russell has a Series 6, Series 26 and SIE licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
OH
11/08/2019 - Present
Money Concepts Capital Corp. (Hillsboro OH)
OH
05/06/1986 - 10/04/2019
NATIONWIDE SECURITIES, LLC (HILLSBORO OH)
BC
Issued 06/30/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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