Unclaimed
Russell McLean is a financial advisor with over 25 years of experience in the financial services industry. Russell is a CERTIFIED FINANCIAL PLANNER™ professional and has been with Wells Fargo Advisors Financial Network, LLC since June 2019. Prior to that, Russell spent over 20 years with Wells Fargo Clearing Services, LLC. Russell is registered with the following states: Alabama, Arizona, Arkansas, California, Colorado, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington and Wisconsin.
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.
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.
Investment consulting services to institutional clients
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
IL
06/21/2019 - Present
Wells Fargo Advisors Financial Network, LLC (OAK BROOK IL)
IL
07/31/1996 - 06/21/2019
WELLS FARGO CLEARING SERVICES, LLC (OAK BROOK IL)
MO
10/02/1995 - 01/08/1996
EVEREN SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 08/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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