Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Handler is a financial advisor with over 8 years of experience in the industry. He is currently registered with LPL Financial LLC and has been with the firm since June 2022. Prior to joining LPL Financial LLC, Russell Handler was employed with Putnam Retail Management Limited Partnership in Boston, Massachusetts. He is licensed to provide investment advice in California and Massachusetts. Russell Handler holds a Series 6, Series 7, Series 63, and Series 65 license. He is also a holder of the SIE license.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
06/21/2022 - Present
LPL Financial LLC (SAN DIEGO CA)
MA
12/11/2014 - 06/16/2022
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)
IA
Issued 01/23/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/11/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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