Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vernon? Claim Your ProfileVernon Douglas Russ is an investment advisor representative at First Citizens Investor Services, Inc. Vernon has been in the securities industry since April 7, 2017. Vernon is registered with the Financial Industry Regulatory Authority (FINRA) and holds the following securities licenses: Series 6, Series 7, Series 24, Series 63, Series 65, and Series 66. Vernon is also registered as an investment advisor representative with the state of North Carolina. Previously Vernon worked as an investment advisor representative at MML Investors Services, LLC and NYLIFE Securities LLC. Vernon has been with First Citizens Investor Services since January 2022. Vernon is a member of the National Association of Personal Financial Advisors (NAPFA). Vernon is a graduate of Tennessee Technological University and holds a Bachelor of Science degree in Business Administration.
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.
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.
1
2
NC
02/02/2022 - Present
First Citizens Investor Services, Inc. (Raleigh NC)
TN
01/02/2019 - 08/20/2021
MML INVESTORS SERVICES, LLC (BRENTWOOD TN)
TN
09/07/2016 - 11/14/2018
NYLIFE SECURITIES LLC (FRANKLIN TN)
IA
Issued 03/12/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Vernon Russ is the right advisor for you? Invested Better is here to help.
