Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Paul Saurbaugh is a financial advisor at Cadaret, Grant & CO., Inc. with over 45 years of experience in the industry. Russell has been registered with the firm since 1999, and has also been actively involved in other financial services. Russell currently operates Saurbaugh Financial Services, providing general, income, sales and payroll tax preparation. Russell also owns and operates Saurbaugh Financial Group, where Russell offers a variety of insurance products and services. Russell is an active advisor specializing in financial planning, retirement planning, and insurance.
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
NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (BATH NY)
AZ
06/18/1989 - 05/13/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
09/18/1987 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
11/04/1986 - 10/07/1987
PROCORP SECURITIES INCORPORATED
NA
05/22/1984 - 11/24/1986
FSC SECURITIES CORPORATION
NA
05/12/1975 - 05/30/1984
IDS LIFE INSURANCE COMPANY
NA
05/12/1975 - 05/30/1984
IDS MARKETING CORPORATION
NA
05/12/1975 - 05/30/1984
IDS/AMERICAN EXPRESS INC.
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
BC
Issued 05/06/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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