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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 Bailenson is a financial advisor at Stifel, Nicolaus & Company, Inc. Russell has been working in the financial services industry since 1993. Russell's experience includes providing financial planning and portfolio management services for individuals, businesses, and pooled investment vehicles. Russell has passed the Series 63, Series 66, Series 7 and SIE exams.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
09/06/2023 - Present
Stifel, Nicolaus & Company, Inc. (BOCA RATON FL)
FL
04/29/2002 - 07/31/2007
RYAN BECK & CO. (BOCA RATON FL)
NY
09/26/1997 - 05/15/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
12/14/1993 - 10/08/1997
COMMONWEALTH ASSOCIATES (NEW YORK NY)
NY
10/29/1993 - 01/05/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 03/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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