Russell McAlonie

Chartered Financial Consultanttm @Oswald Financial

Akron, OH, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2016 — Present

Chartered Financial Consultanttm @Oswald Financial

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Chartered Financial Consultant, helping orchestrate the financial lives of high net worth business owners and individuals. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Global Retirement Partners (GRP), a Registered Investment Advisor. GRP and Oswald Financial are separate entities from LPL Financial. For a list of states in which I am registered to do business, please visit oswaldfinancial.com.Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

EDUCATION

1996 — 1998

Malone University

BA, Business Management

SKILLS

Account ManagementMarketingRetirement PlanningNetworkingFinancial ServicesCustomer ServiceRetirementStrategic Financial PlanningInvestmentsWealth401kSecuritiesEstate PlanningPublic SpeakingEmployee BenefitsFinanceSalesFinancial PlannersSmall BusinessCoachingAnalysisProject PlanningLeadership DevelopmentStrategic PlanningInsuranceFinancial AdvisoryAsset AllocationBanking

ABOUT RUSSELL MCALONIE

Professional Experience: I have been in the Financial Services Industry since 1991.…

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Russell McAlonie — Chartered Financial Consultanttm at Oswald Financial in Akron, OH, US | Unifers