Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Gilliam Russell is an active investment advisor representative for Osaic Wealth, Inc. Scott has been in the industry since January 18, 1994 and is registered in 27 states, including Florida, where Scott is also registered as an investment advisor. Scott previously worked for SIGNATOR INVESTORS, INC. and TRANSAMERICA FINANCIAL ADVISORS, INC. among other firms. Scott is a Certified Financial Planner, and has a wealth of experience in financial planning, pension consulting, and portfolio 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.
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2
FL
11/02/2018 - Present
Osaic Wealth, Inc. (ST PETERSBURG FL)
FL
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (TAMPA FL)
FL
02/08/1994 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)
FL
12/15/2004 - 12/02/2010
WORLD GROUP SECURITIES, INC. (ST. PETERSBURG FL)
FL
04/24/2009 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (ST. PETERSBURG FL)
FL
06/28/1995 - 09/04/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
CO
10/21/1993 - 11/09/1993
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 10/3/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 7/5/1995
Series 4 - Registered Options Principal Examination
BC
Issued 2/15/1995
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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