Unclaimed
Russell Thomas Fuller is a financial advisor at Stifel, Nicolaus & Company, Inc., based in Bay City, Michigan. Russell has been in the financial services industry since June 2010 and holds Series 7, Series 63 and SIE licenses. Russell has experience working with individuals, high net worth individuals, corporations, pension plans, charitable organizations, insurance companies, and pooled investment vehicles. Russell is a Registered Representative and Investment Advisor Representative, licensed in several states.
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.
1
2
MI
06/13/2019 - Present
Stifel, Nicolaus & Company, Inc. (Bay City MI)
MI
06/03/2014 - 06/13/2019
CITIZENS SECURITIES, INC. (OWOSSO MI)
MI
11/29/2011 - 04/28/2014
PNC INVESTMENTS (SAGINAW MI)
MI
03/15/2010 - 10/04/2011
ING FINANCIAL PARTNERS, INC. (SAGINAW MI)
BC
Issued 03/30/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Russell Fuller is the right advisor for you? Invested Better is here to help.