Unclaimed
Russell Sully is a financial advisor with Amundi Asset Management US, Inc. Russell has been in the industry since 2021 and holds licenses for Series 7TO, Series 66 and SIE. Russell is registered with the state of Massachusetts and is licensed to provide advisory services to individuals, businesses and investment companies. Russell has previous experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America N.A.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
06/28/2022 - Present
Amundi Asset Management US, Inc. (BOSTON MA)
MA
10/28/2021 - 06/03/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
BOTH
Issued 12/31/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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