Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Westover Martin is an investment advisor representative at Ally Invest Advisors with over 11 years of experience in the financial services industry. Russell Martin has been registered with Ally Invest Advisors since October 2021, and previously held positions at BB&T Securities, LLC and Truist Investment Services, INC.. Russell Martin holds the Series 63 and Series 65 licenses, and is registered with the state of North Carolina.
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.
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.
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2
NC
10/06/2021 - Present
Ally Invest Advisors (CHARLOTTE NC)
NC
02/17/2021 - 04/09/2021
TRUIST INVESTMENT SERVICES, INC. (CHARLOTTE NC)
VA
04/29/2019 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
PA
10/01/2015 - 07/02/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (YARDLEY PA)
IA
Issued 03/05/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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