Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scelena? Claim Your ProfileScelena Russell is a financial advisor with Edelman Financial Engines, a firm with a wide range of clients, from high-net-worth individuals to large institutions. Scelena has over 8 years of experience in the financial industry and holds the Series 66, Series 7, Series 24, and SIE licenses. Prior to joining Edelman Financial Engines, Scelena worked at M Holdings Securities, Inc. and Oaktree Capital Management.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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OR
04/23/2024 - Present
Edelman Financial Engines (PORTLAND OR)
OR
01/21/2016 - 03/25/2024
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
BOTH
Issued 05/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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