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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 Bosworth is a financial advisor with Bosworth Financial Services, LLC. Russell has over 18 years of experience in the financial industry and specializes in providing financial planning and portfolio management services to individuals. Russell is registered with the Securities and Exchange Commission as an Investment Adviser Representative. He holds the Series 65 license and is a Certified Financial Planner. Russell works with clients of all levels of wealth, with a focus on high-net-worth individuals, trusts, and individuals other than high-net-worth individuals. He is committed to providing personalized financial advice that helps clients achieve their goals.
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.
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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NY
01/30/2023 - Present
Bosworth Financial Services, LLC (WALLKILL NY)
IA
Issued 01/11/2005
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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