Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Russell is a financial advisor with ETF Architect based in Havertown, PA. William has been in the industry since 2015 and has experience working with a range of clients, including high-net-worth individuals, corporations, and investment companies. William is a Chartered Financial Analyst and holds Series 3, 7, and 63 licenses. William's current focus is on ETF servicing and portfolio management for both investment companies and businesses. Prior to joining ETF Architect, William worked at FORESIDE FUND SERVICES, LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Strategic management for diversified investment portfolios.
Etf servicing
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
PA
11/17/2023 - Present
ETF Architect (HAVERTOWN PA)
NY
12/08/2015 - 10/04/2018
FORESIDE FUND SERVICES, LLC (New York NY)
BC
Issued 01/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2023
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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