Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Richard Russ is a registered investment advisor representative with Valmark Advisers, Inc. Scott has been in the financial services industry for over 30 years. Scott is registered with the state of Michigan and holds Series 6, 7, 63, and 66 licenses. He specializes in providing financial planning, portfolio management, and consulting services to individuals, businesses, and investment companies. Scott previously worked with Securian Financial Services, Inc. and Centennial Financial Services, Inc.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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
MI
09/28/2012 - Present
Valmark Advisers, Inc. (MASON MI)
MI
10/01/2001 - 11/01/2011
SECURIAN FINANCIAL SERVICES, INC. (MASON MI)
MI
08/26/1991 - 09/28/2001
CENTENNIAL FINANCIAL SERVICES, INC. (LANSING MI)
BOTH
Issued 08/18/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/27/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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