Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Baker is an Investment Advisor Representative with Next Level Private LLC, registered with the state of New York. Russell holds a Series 7 and Series 63 license, as well as a Series 65 license. Russell has over 20 years of experience in the financial services industry. Prior to joining Next Level Private LLC, Russell worked at Tullett Prebon Financial Services LLC and DAIWA CAPITAL MARKETS AMERICA INC. Russell specializes in providing financial planning and portfolio management services for individuals and corporations. Russell is also a registered representative with the firm.
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.
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.
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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2
NY
05/25/2022 - Present
Next Level Private LLC (HARRISON NY)
NY
12/07/2015 - 02/05/2021
TULLETT PREBON FINANCIAL SERVICES LLC (New York NY)
NY
10/29/2007 - 04/28/2015
DAIWA CAPITAL MARKETS AMERICA INC. (NEW YORK NY)
NY
01/09/2003 - 10/31/2007
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
03/28/2000 - 01/17/2003
MIZUHO SECURITIES USA INC. (NEW YORK NY)
NY
12/20/1996 - 03/22/2000
AUBREY G. LANSTON & CO., INC. (NEW YORK NY)
NY
10/26/1989 - 04/11/1997
HSBC SECURITIES, INC. (NEW YORK CITY NY)
NY
04/29/1987 - 08/01/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
IA
Issued 04/20/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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