Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Michael Burton is a financial advisor who has been in the industry since 2001. Russell is registered with Concourse Financial Group Securities, Inc. and is a Certified Financial Planner. He is located in Soldotna, Alaska and has offices in Soldotna and Fresno. Russell is also a board member of the Kings View Corporation and the Performing Arts Society. Russell is registered to offer investment advice in Alaska and California. He offers financial planning, pension consulting, educational seminars and portfolio management services to individuals and businesses. He is also registered to sell securities in Alaska, California, Colorado, Florida, Georgia, Idaho, Illinois, Iowa, Kentucky, Maryland, Minnesota, North Carolina, Ohio, Oregon, Pennsylvania and Texas.
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.
1
2
AK
11/21/2006 - Present
Concourse Financial Group Securities, Inc. (Soldotna AK)
BOTH
Issued 11/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/09/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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