Unclaimed
Russell Hadley is an investment advisor representative at Osaic Wealth, Inc., and has been in the industry since 1992. He is registered to provide investment advice in 51 states and is a Certified Financial Planner. Russell Hadley has worked for several firms previously, including Woodbury Financial Services, Inc. and Washington Square Securities, Inc. He has been licensed to provide investment advice in North Carolina since 2017, and Texas since 2020. Russell Hadley offers a range of financial services, including financial planning, portfolio management, and selection of other advisors.
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.
A percentage of the total value of assets under management is charged.
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2
NC
01/24/2025 - Present
Osaic Wealth, Inc. (RALEIGH NC)
NC
07/02/2001 - 10/25/2017
WOODBURY FINANCIAL SERVICES, INC. (RALEIGH NC)
CT
02/17/1992 - 07/03/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
Issued 01/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/13/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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