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Susana Maria Russell

Elevation, LLC

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About Susana Maria Russell

Susana Maria Russell is a registered representative with Elevation, LLC. Susana has been in the financial services industry since October 27, 2022. She holds the Series 63, Series 7TO, and SIE licenses. Susana is registered to sell securities in 52 states.

Firm Information

Susana Russell is currently registered with Elevation, LLC. Elevation, LLC is a Limited Liability Company formed in December 2005 and is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

22

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Susana Russell’s Registration & Firm History

NC

10/28/2022 - Present

Elevation, LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 11/09/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/28/2022

Series 7TO - General Securities Representative Examination

BC

Issued 03/26/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Susana Maria Russell.
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