Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Truesdale is an investment advisor representative for TD Private Client Wealth LLC, registered with the state of South Carolina. Russell has been in the industry since May 23, 2016. Russell has held prior roles at PNC INVESTMENTS and CERTUSSECURITIES, INC. Russell is also registered with FINRA. Russell has a Series 6, 7TO, 63 and 65 licenses. Russell has a wide range of experience and specializes in a variety of financial services.
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.
A percentage of the total value of assets under management is charged.
1
2
SC
03/20/2023 - Present
TD Private Client Wealth LLC (Greenville SC)
SC
06/18/2015 - 11/01/2018
PNC INVESTMENTS (GREENVILLE SC)
NC
03/04/2013 - 04/10/2015
CERTUSSECURITIES, INC. (CHARLOTTE NC)
SC
03/05/2012 - 06/14/2012
WELLS FARGO ADVISORS, LLC (ANDERSON SC)
BOTH
Issued 03/17/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/02/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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