Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Francis Russo is a financial advisor registered in Colorado, Connecticut, and New York. Andrew has over 9 years of experience in the financial industry. Andrew Russo is currently registered with Ares Wealth Management Solutions, LLC and previously registered with MORGAN STANLEY and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Andrew Russo has passed the Series 7, Series 63, Series 65, Series 79, and SIE exams.
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.
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.
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2
NY
02/10/2021 - Present
Ares Wealth Management Solutions, LLC (New York NY)
NY
10/08/2018 - 03/19/2020
MORGAN STANLEY (NEW YORK NY)
NY
11/04/2013 - 10/16/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/07/2011 - 09/13/2012
SANDLER, O'NEILL & PARTNERS, L.P. (NEW YORK NY)
IA
Issued 12/16/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2012
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 09/06/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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