Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell William O'Brien is a financial advisor with over 30 years of experience in the industry. Russell is currently registered with Slatestone Wealth LLC, a firm with offices in Jupiter, Florida. He has previously worked for Morgan Stanley, PNC Investments, and Stanford Group Company, among others. Russell holds Series 63 and 65 licenses, as well as Series 7 and SIE exams. He is also a Certified Financial Planner. Russell specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations.
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.
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.
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FL
08/17/2023 - Present
Slatestone Wealth LLC (JUPITER FL)
FL
01/31/2014 - 08/02/2023
MORGAN STANLEY (Palm Beach Gardens FL)
FL
03/11/2011 - 02/04/2014
PNC INVESTMENTS (PALM BEACH FL)
FL
08/02/2007 - 03/23/2009
STANFORD GROUP COMPANY (VERO BEACH FL)
CT
12/05/2003 - 08/13/2007
UST SECURITIES CORP. (STAMFORD CT)
NY
06/13/2000 - 05/29/2003
BESSEMER INVESTOR SERVICES, INC. (NEW YORK NY)
NC
07/07/1993 - 01/12/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
GA
07/06/1992 - 07/12/1993
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NY
12/11/1990 - 12/14/1990
MONY SECURITIES CORP. (NEW YORK NY)
NY
08/16/1990 - 09/21/1990
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 06/01/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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