Unclaimed
Russell McAlonie is an investment advisor representative with Global Retirement Partners LLC, and is registered to provide investment advice in 17 states. Russell McAlonie has been in the financial services industry since April 19, 1996. Russell McAlonie has held previous positions at Raymond James Financial Services, Inc., Quick & Reilly, Inc., FirstMerit Securities, Inc., McDonald Investments Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Russell McAlonie specializes in providing financial planning, pension consulting, and selection of other advisors services to individuals, businesses, and institutional clients.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
05/05/2015 - Present
Global Retirement Partners LLC (CLEVELAND OH)
OH
11/05/2004 - 06/02/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (CANTON OH)
NY
11/14/2003 - 09/16/2004
QUICK & REILLY, INC. (NEW YORK NY)
OH
09/10/2001 - 09/25/2003
FIRSTMERIT SECURITIES, INC. (AKRON OH)
OH
06/06/2000 - 08/27/2001
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
MA
04/21/1992 - 09/25/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/21/1992 - 09/25/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 10/12/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/20/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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