Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Trapp is a financial advisor with over 13 years of experience in the industry. Currently, Russell Trapp is registered with Merrill Lynch, Pierce, Fenner & Smith Inc., a firm with over $1 trillion in assets under management. Russell Trapp has previously been registered with CHARLES SCHWAB & CO., INC. Russell Trapp is licensed to conduct business in 17 states. Russell Trapp's areas of specialization include insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
AZ
08/30/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PHOENIX AZ)
AZ
02/14/2008 - 05/13/2011
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BOTH
Issued 11/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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