Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Lynn Jeanis is a financial advisor with over 15 years of experience in the financial services industry. Russell is currently registered with Fidelity Personal And Workplace Advisors, serving clients in Arizona, California, Louisiana, New Mexico, Oklahoma, and Texas. Russell holds Series 66, SIE and Series 7 licenses, and is a registered investment advisor in Louisiana and Texas. Russell's professional background includes previous positions at Puritan Brokerage Services, Inc., Cambridge Investment Research, Inc., and ING Financial Partners, Inc. Russell specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TX
01/04/2010 - 08/18/2011
PURITAN BROKERAGE SERVICES, INC. (PLANO TX)
TX
09/03/2008 - 12/17/2009
CAMBRIDGE INVESTMENT RESEARCH, INC. (FORT WORTH TX)
TX
10/04/2007 - 09/04/2008
ING FINANCIAL PARTNERS, INC. (FT WORTH TX)
BOTH
Issued 12/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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