Unclaimed
Russell Vaillancourt is a financial advisor at Fidelity Personal and Workplace Advisors. Russell has been in the industry since September 19, 2006 and has over 15 years of experience. Russell is registered with FINRA and the state of New Hampshire. Russell is also a registered Investment Advisor (IA) in the state of New Hampshire.
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
NH
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
BOTH
Issued 11/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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