Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Russo is a financial advisor with over 34 years of experience in the financial services industry. Albert is currently registered with Osaic Wealth, Inc. and holds a Series 63, Series 65, Series 24, Series 22, Series 6 and Series 52 licenses. Albert also holds the Securities Industry Essentials (SIE) designation. Albert has a strong background in insurance, accounting and financial planning and provides a variety of services including financial planning, portfolio management, and pension consulting. Albert is committed to helping clients reach their financial goals.
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.
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.
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.
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2
NJ
06/14/2024 - Present
Osaic Wealth, Inc. (Whitehouse Station NJ)
NJ
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Whitehouse Station NJ)
NJ
03/05/2002 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (WHITEHOUSE NJ)
FL
05/21/1998 - 10/04/2002
INVESTMENT COUNSELING, INC. (FT LAUDERDALE FL)
NJ
09/13/1991 - 06/08/1998
INVESTMENT ADVISORS & CONSULTANTS, INC. (WEST LONG BRANCH NJ)
NJ
06/26/1990 - 09/19/1991
TFS SECURITIES, INC. (LINCROFT NJ)
IA
Issued 02/06/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2002
Series 52 - Municipal Securities Representative Examination
BC
Issued 11/13/1997
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/23/1990
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/25/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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