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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 Kilpatrick is an investment advisor representative with MFS Institutional Advisors Inc., located in Boston, Massachusetts. Russell has been in the industry since August 24, 2003. Russell is registered with FINRA and the state of Massachusetts. Prior to joining MFS Institutional Advisors Inc., Russell worked for BLACKROCK INVESTMENTS, INC., STATE STREET RESEARCH INVESTMENT SERVICES, INC., and MANULIFE FINANCIAL SECURITIES LLC. Russell holds the Series 6, 7, 24, 63 and 65 securities licenses.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Transfer pricing arrangements with affiliates
1
2
MA
01/06/2011 - Present
MFS Institutional Advisors Inc. (BOSTON MA)
MA
09/29/2006 - 01/12/2009
BLACKROCK INVESTMENTS, INC. (BOSTON MA)
MA
06/04/2004 - 10/18/2006
STATE STREET RESEARCH INVESTMENT SERVICES, INC. (BOSTON MA)
MA
11/30/2001 - 04/23/2003
MANULIFE FINANCIAL SECURITIES LLC (BOSTON MA)
IA
Issued 07/19/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/29/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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