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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Veronica? Claim Your ProfileVeronica Elizabeth Russell is a registered investment advisor representative with Fidelity Personal And Workplace Advisors, a firm with approximately $1 billion - $10 billion in assets under management. Veronica Elizabeth Russell has been in the industry since 2012. Veronica Elizabeth Russell is registered in Colorado and Texas as an Investment Advisor Representative. Veronica Elizabeth Russell specializes in portfolio management for individuals, portfolio management for businesses, financial planning, and selection of other advisors. Veronica Elizabeth Russell holds the following FINRA Series licenses: Series 63, Series 66, Series 7, Series 9, Series 10, Series 24 and SIE.
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.
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.
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
CO
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
BOTH
Issued 05/09/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2020
Series 24 - General Securities Principal Examination
BC
Issued 08/08/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/13/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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