Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Russell is a financial advisor with over 20 years of experience in the financial services industry. Sean is currently registered with Kestra Advisory Services, LLC and Ganim Private Wealth. Sean has a strong track record of providing personalized financial advice and wealth management services to individuals, families, and businesses. Sean is committed to helping clients achieve their financial goals and build a secure financial future. Sean works with clients to develop customized financial plans that address their unique needs and circumstances. Sean also provides investment management services and can help clients manage their retirement savings, college savings, and other financial goals.
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.
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
NY
06/07/2021 - Present
Kestra Advisory Services, LLC (Port Jefferson NY)
MD
04/08/2011 - 03/24/2020
UBS FINANCIAL SERVICES INC. (DrChevy Chase MD)
NY
07/01/2003 - 04/11/2011
WELLS FARGO ADVISORS, LLC (PORT JEFFERSON NY)
NY
02/24/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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