Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shae? Claim Your ProfileShae Cameron Russell is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Shae has been in the industry for over 10 years and is licensed in 53 states, including Utah where they are currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. They have a Series 66 license, as well as Series 7, 9, 10, and SIE licenses. Shae specializes in providing a wide range of services for individual investors and businesses, including portfolio management, financial planning, and educational seminars. They also have experience in working with high-net-worth individuals and institutions, and specializes in providing personalized investment strategies. Shae is committed to helping clients achieve their financial goals through a disciplined approach to investment management. They believe in building strong relationships with clients and providing them with the guidance and support they need to make informed investment decisions.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
UT
12/09/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SALT LAKE CITY UT)
BOTH
Issued 12/06/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/22/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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