Russel Joseph Sands

Current Employers

Employment History

• 01/1994 → 01/2017
  Legend Equities Corporation
  Palm Beach Gardens, FL
• 07/2011 → 09/2019
  Legend Advisory Corporation
  Palm Beach Gardens, FL
• 01/2017 → 02/2021
  Lincoln Investment
  Bohemia, NY
• 02/2021 → Present
  Kestra Investment Services, Llc
  Port Jefferson, NY
• 02/2021 → Present
  Kestra Advisory Services Llc
  Port Jefferson, NY

Other Businesses

Business Name: Russel Sands Investment Related: Yes Address: 414 Main Street Port Jefferson NY 11777 Nature of Business: Insurance Position, Title or Relationship: Insurance Agent/Producer Start Date: 2/22/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Sell insurance products based on appropriate needs of each client/household. Business Name: Kestra Advisory Services Investment Related: Yes Address: 5707 Southwest Pkwy Bldg 2, Ste 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor, Certified Retirement Counselor???,??,?,?? Start Date: 2/22/2021 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Design investment strategies for clients including customized portfolios and hiring third party money managers. I also provide financial planning services. Business Name: Coastline Wealth Management Investment Related: Yes Address: 414 Main Street Port Jefferson NY 11777 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance Position, Title or Relationship: Financial Advisor/Certified Retirement Counselor Start Date: 2/22/2021 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: I advise clients regarding specific investment options and insurance products that meet their needs. Business Name: BUSINESS CONSULTING POS: Insurance Agent NOB: Insurance INV REL: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/24/2024 ADDRESS: 1303 Main Street, Port Jefferson NY 11777 DESC: Assessing and providing our clients with additional business risk insurance coverage not covered by their existingcoverage if and when appropriate. Business Name: SCALISI PLANNING POSITION: owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/02/2024 ADDRESS:10 Old Field Lane, Mount Sinai NY 11766, United States DESCRIPTION: Collect rent, maintenance , pay taxes

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-01-09

Other Names

• Russel Scalisi