Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Dempsey is a financial advisor with over 20 years of experience in the industry. Russell has been registered with Avantax Advisory Services since October 2019. Previously, Russell was a Registered Representative with 1st Global Capital Corp. Russell holds Series 63, Series 7 and SIE licenses. Russell is also a Certified Financial Planner. Russell provides investment advisory services to individuals, businesses, and retirement plans.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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 fees
1
2
MI
10/25/2019 - Present
Avantax Advisory Services (ADRIAN MI)
MI
01/03/2006 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (ADRIAN MI)
IN
12/14/2001 - 01/05/2006
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
BC
Issued 01/07/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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