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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Russo is a financial advisor at D.a. Davidson & Co. with over 18 years of experience in the industry. Anthony is registered with FINRA and holds the Series 7, Series 24 and Series 63 licenses. He specializes in providing a wide range of financial services, including financial planning, portfolio management, and pension consulting. Anthony has a strong track record of helping individuals, families, and businesses achieve their financial goals. Prior to joining D.a. Davidson & Co., Anthony worked at First Empire Securities, Inc., David Lerner Associates, Inc., Oppenheimer & Co. Inc., Milestone Financial Services, Inc., and Nations Financial Group, Inc. Anthony has been registered to sell securities in 51 states.
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
ID
01/28/2013 - Present
D.a. Davidson & Co. (COEUR D' ALENE ID)
NY
03/08/2006 - 01/25/2013
FIRST EMPIRE SECURITIES, INC. (HAUPPAUGE NY)
NY
02/03/2005 - 05/31/2005
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
NY
05/28/2004 - 11/10/2004
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
04/19/2004 - 06/16/2004
MILESTONE FINANCIAL SERVICES, INC. (BOHEMIA NY)
IA
02/11/2004 - 03/25/2004
NATIONS FINANCIAL GROUP, INC. (CEDAR RAPIDS IA)
BC
Issued 07/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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