Unclaimed
Adriane Camille Russo is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., located in Wilmington, DE. Adriane Russo has been in the financial services industry since 2006. She has a Series 7, Series 66, Series 24 and Series 10 licenses. Adriane Russo is also registered as an Investment Advisor Representative in Delaware. Adriane Russo's previous experience includes roles at Morgan Stanley and Citigroup Global Markets Inc. Adriane Russo provides financial advice and services to a wide range of clients, including individuals, businesses, and institutions.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
DE
06/16/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WILMINGTON DE)
MD
06/01/2009 - 01/20/2016
MORGAN STANLEY (BALTIMORE MD)
NY
06/09/2009 - 01/24/2011
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/15/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 09/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/04/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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