Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Quentin Stewart is a financial advisor at LPL Financial LLC. Russell has been in the financial services industry since 2012. Russell holds a Series 6, 7, 63, 66 and SIE licenses, and is registered with the state of South Carolina. In the past, Russell has worked for firms such as Truist Investment Services, Inc., Nuveen Securities, LLC, TIAA-CREF Individual & Institutional Services, LLC, NYLIFE Securities LLC, Princor Financial Services Corporation, and PFS Investments Inc. Russell provides financial planning services, including investment advisory services for individuals and businesses.
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.
Consulting and other non-discretionary advisory services
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
SC
01/18/2024 - Present
LPL Financial LLC (FORT MILL SC)
NC
10/07/2022 - 12/18/2023
TRUIST INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
01/05/2021 - 09/28/2022
NUVEEN SECURITIES, LLC (CHARLOTTE NC)
NC
10/29/2018 - 12/22/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (Charlotte NC)
NC
10/30/2015 - 10/23/2018
NYLIFE SECURITIES LLC (CHARLOTTE NC)
SC
09/16/2014 - 10/22/2015
PRINCOR FINANCIAL SERVICES CORPORATION (MOUNT PLEASANT SC)
MD
08/17/2012 - 09/16/2014
PFS INVESTMENTS INC. (ELLICOTT CITY MD)
BOTH
Issued 11/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/16/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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