Stephen RussellCRD Number: 2999726
Current Firm: Msi Financial Services, Inc.
Stephen Russell (CRD# 2999726) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Falmouth, ME and has over 19 years of experience in the finance industry.
F L Putnam Investment Management Company
Saltwater Harbor Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Metlife Securities Inc.||Falmouth, ME||Jan 2015 - Current||3|
|New England Securities||Boston, MA||Jun 2013 - Current||4|
|Signator Investors Inc.||Westborough, ME||May 2009 - Jun 2013||4|
|Aig Valic||Morristown, NJ||Jun 2003 - May 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1998|
|S65||NASAA Investment Advisors Law Examination||Apr 1998|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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