Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Stewart Rosin has been a registered investment advisor since 1986 and has experience in the financial services industry since February 18, 1986. Currently, Russell Rosin is a registered representative and investment advisor representative with Ameriprise Financial Services, LLC in Houston, TX. Russell Rosin is also registered in the state of Texas as an investment advisor representative. Russell Rosin has been with Ameriprise Financial Services, LLC since March 2020, and prior to that was with Ameriprise Financial Services, Inc. Russell Rosin previously worked at Rotan Mosle Inc. and Ameriprise Advisor Services, Inc. Russell Rosin offers various financial services including Financial Planning, Asset Allocation Services, Portfolio Management for Individuals and Businesses, Pension Consulting, Educational Seminars, Selection of Other Advisers, and Publication of Periodicals.
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.
1
2
TX
10/05/2009 - Present
Ameriprise Financial Services, LLC (Houston TX)
TX
11/25/1986 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (FRIENDSWOOD TX)
NA
02/19/1986 - 10/01/1987
ROTAN MOSLE INC.
IA
Issued 12/05/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/29/1997
Series 24 - General Securities Principal Examination
BC
Issued 05/20/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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