Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Russo has been in the financial services industry since 2004. Brian is currently registered as a broker-dealer and an investment advisor representative with LPL Financial LLC. Brian holds a Series 7 and Series 66 license, in addition to a SIE exam. Prior to working at LPL Financial LLC, Brian has worked at RBC CAPITAL MARKETS, LLC and UBS FINANCIAL SERVICES INC. Brian's specializations include: retirement planning, college planning, insurance and estate planning.
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.
Consulting and other non-discretionary advisory services
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
PA
11/15/2023 - Present
LPL Financial LLC (NEWTOWN SQUARE PA)
MA
02/18/2004 - 10/25/2023
RBC CAPITAL MARKETS, LLC (BOSTON MA)
NJ
02/18/2004 - 03/09/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 03/04/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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