Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell L. Martin is a financial advisor with LPL Financial LLC in FAIRPORT, NY. Russell has been in the financial services industry since 2009. Russell has a wide range of experience, having previously worked for PAYCHEX SECURITIES CORPORATION, CUNA BROKERAGE SERVICES, INC., M&T SECURITIES, INC., and HSBC SECURITIES (USA) INC.. Russell holds a Series 6, 7, 26, 63, and 65 license, as well as the SIE exam. Russell is a Registered Representative and Investment Advisor Representative.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
08/29/2024 - Present
LPL Financial LLC (FAIRPORT NY)
NY
06/15/2022 - 09/16/2022
PAYCHEX SECURITIES CORPORATION (WEST HENRIETTA NY)
NY
09/24/2020 - 03/02/2022
CUNA BROKERAGE SERVICES, INC. (ROCHESTER NY)
NY
08/19/2011 - 08/04/2020
M&T SECURITIES, INC. (BATAVIA NY)
NY
11/03/2006 - 04/19/2011
HSBC SECURITIES (USA) INC. (BUFFALO NY)
IA
Issued 08/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/02/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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