Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Lester Tate is a financial advisor with Cetera Investment Advisers LLC based in HOOVER, AL. Russell Tate has been in the financial industry since 1998. Russell Tate is registered with the state of Alabama as an Investment Advisor Representative. Russell Tate also holds licenses in Arkansas, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisiana, Mississippi, Missouri, North Carolina, South Carolina, Tennessee, Texas and Utah. In addition to his current employment at Cetera Investment Advisers LLC, Russell Tate has previously worked at SYNOVUS SECURITIES, INC. and SOUTHTRUST SECURITIES, LLC.
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
AL
01/12/2023 - Present
Cetera Investment Advisers LLC (HOOVER AL)
GA
01/10/2005 - 03/31/2014
SYNOVUS SECURITIES, INC. (COLUMBUS GA)
AL
03/18/1998 - 01/10/2005
SOUTHTRUST SECURITIES, LLC (BIRMINGHAM AL)
IA
Issued 5/11/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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