Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Nick Russ is a financial advisor with over 30 years of experience in the industry. Steven is currently registered with Robert W. Baird & Co. Inc. and has previously worked with firms such as U.S. BANCORP INVESTMENTS, INC., FIRSTAR INVESTMENT SERVICES,INC. and JOHN HANCOCK DISTRIBUTORS, INC. Steven holds several licenses and certifications, including Series 6, 7, 63 and 66. Steven is specialized in providing financial advice to a wide range of clients, including individuals, businesses, institutions and high-net-worth individuals. Steven's focus is on delivering personalized financial solutions that are tailored to meet the unique needs of each client.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
WI
09/02/2005 - Present
Robert W. Baird & Co. Inc. (Waukesha WI)
MN
12/01/2001 - 09/07/2005
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NJ
09/29/1992 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
MA
06/01/1988 - 09/17/1991
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
06/01/1988 - 12/31/1990
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 08/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1993
Series 7 - General Securities Representative Examination
BC
Issued 05/31/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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