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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Matthew Russell is a financial advisor registered with Raymond James Financial Services Advisors, Inc. based in CARTHAGE, TN. Stephen has been in the financial industry since 2001 and holds Series 7, Series 63, and Series 65 licenses. Stephen is also registered as a financial advisor in multiple states including Tennessee, Alabama, Arizona, California, Florida, Georgia, Kentucky and Texas. Stephen has experience working with a variety of clients including individuals, businesses, corporations, pension plans, trusts, insurance companies and charitable organizations. Stephen is a full-time financial advisor at Wilson Bank and Trust and also owns and operates multiple other businesses including a real estate development company, an excavation company, and a farm. Stephen is committed to providing clients with personalized financial advice and guidance.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TN
03/19/2009 - Present
Raymond James Financial Services Advisors, Inc. (CARTHAGE TN)
MO
08/07/2001 - 07/19/2005
EDWARD JONES (ST. LOUIS MO)
IA
Issued 02/26/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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