Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Mcgehee Russell is a financial advisor with Cornerstone Wealth based in Huntersville, NC. William has more than 20 years of experience in the financial services industry. William provides financial planning, investment management, and insurance solutions. William holds Series 63, 65, 7, and 24 licenses. William has a strong background in wealth management and financial planning. William is committed to providing clients with personalized financial advice and guidance.
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.
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.
Management of variable annuity sub-accounts, credit and cash management solutions and insurance solutions
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.
Revenue sharing on eligible credit and cash management solutions
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2
NC
02/12/2024 - Present
Cornerstone Wealth (HUNTERSVILLE NC)
NY
04/21/2022 - 06/07/2023
ROBERTS & RYAN, INC. (NEW YORK NY)
NY
10/22/2021 - 02/07/2022
CONSENSYS DIGITAL SECURITIES LLC (NEW YORK NY)
FL
07/01/2021 - 11/09/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (Boca Raton FL)
LA
11/01/2012 - 05/29/2019
SCOTIA CAPITAL (USA) INC. (NEW ORLEANS LA)
LA
01/25/2006 - 11/01/2012
HOWARD WEIL INCORPORATED (NEW ORLEANS LA)
LA
07/08/2002 - 01/20/2006
HIBERNIA SOUTHCOAST CAPITAL, INC. (NEW ORLEANS LA)
IA
Issued 02/09/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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