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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 Smith is a financial advisor with Ameriprise Financial Services, LLC. Russell has been in the industry since June 2002. Russell holds Series 63, 66, and 7 licenses. Russell is registered with FINRA and in 27 states. Russell is also a registered investment advisor representative in Illinois and Texas. Russell specializes in providing financial planning, asset allocation services, and portfolio management for individuals, businesses, and retirement plans. Russell has experience working with high-net-worth individuals, corporations, trusts, estates, and charitable organizations.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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IL
11/11/2022 - Present
Ameriprise Financial Services, LLC (DOWNERS GROVE IL)
IL
06/04/2002 - 11/14/2022
EDWARD JONES (BURR RIDGE IL)
BOTH
Issued 02/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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