Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Samuel Sherred is an experienced financial professional with over 40 years in the industry. Russell currently works at RBC Capital Markets, LLC where Russell is registered as a Registered Representative. Russell holds multiple licenses, including Series 7, Series 63, and Series 65. Russell previously worked at Morgan Stanley, Citigroup Global Markets Inc., Prudential Securities Incorporated, and Elkins & Co.. Russell's certifications include Certified Financial Planner. Russell specializes in providing financial advice to individuals, businesses, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
PA
02/27/2013 - Present
RBC Capital Markets, LLC (PITTSBURGH PA)
PA
06/01/2009 - 03/08/2013
MORGAN STANLEY (PITTSBURGH PA)
PA
09/03/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PITTSBURGH PA)
NY
12/21/1977 - 09/07/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
10/22/1976 - 01/21/1978
ELKINS & CO.
IA
Issued 06/23/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1976
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 PEARL, 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 PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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