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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Matthew Rifkin is a financial advisor with UBS Financial Services Inc. Russell has been in the industry since July 5, 2004. Russell works in Bethesda, Maryland and specializes in a wide range of areas including financial planning, portfolio management, and pension consulting. Russell has worked for a number of prominent firms, including Morgan Stanley and Citigroup Global Markets Inc. Prior to joining UBS Financial Services Inc. in 2013, Russell was with Morgan Stanley from June 1, 2009 to November 20, 2013. Russell has a number of professional designations and licenses, including Series 66, Series 31, and Series 7. Russell is also registered with FINRA and the state of Maryland. In addition to his work as a financial advisor, Russell is also involved with Montgomery College in Rockville, Maryland.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MD
03/30/2015 - Present
UBS Financial Services Inc. (BETHESDA MD)
MD
06/01/2009 - 11/20/2013
MORGAN STANLEY (BETHESDA MD)
MD
11/04/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BETHESDA MD)
MA
06/21/2004 - 10/20/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 08/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 06/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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