Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Norwood is a financial advisor with Venturi Private Wealth. Russell has been in the industry since 1992 and has experience working with individuals, families, and businesses. Russell is a Certified Financial Planner and holds the Series 7, 9, 10, 63, and 65 licenses. Russell is a highly qualified financial advisor with a deep understanding of the financial markets. Russell is committed to providing his clients with personalized financial advice that meets their individual needs.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
08/14/2015 - Present
Venturi Private Wealth (AUSTIN TX)
TX
03/11/1992 - 08/18/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)
IA
Issued 11/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/14/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/18/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Russell Norwood is the right advisor for you? Invested Better is here to help.
