Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Sage Morgan is an active Registered Representative and Investment Advisor Representative. Russell is a Certified Financial Planner and has been in the industry since 2016. Russell currently works at J.P. Morgan Securities LLC in Hermosa Beach, California. Russell has been with the firm since May 2023. Prior to that, Russell was with Fidelity Brokerage Services LLC in Torrance, California. Russell has experience working with a variety of clients including individuals, high-net-worth individuals, corporations, labor unions, pension plans, and charitable organizations. Russell specializes in investment advisory services, financial planning, portfolio management for individuals and businesses, 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
05/31/2023 - Present
J.p. Morgan Securities LLC (HERMOSA BEACH CA)
CA
09/16/2019 - 05/02/2023
FIDELITY BROKERAGE SERVICES LLC (TORRANCE CA)
NY
01/19/2016 - 02/01/2017
AXA ADVISORS, LLC (NEW YORK NY)
BC
Issued 10/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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