Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Russo is a financial professional with over 25 years of experience in the financial services industry. Charles is registered with the state of California as an Investment Advisor Representative and is also a Certified Financial Planner. Charles is currently affiliated with Classic Financial and has been with the firm since January 2000. Prior to joining Classic Financial, Charles worked for MML Investors Services, Inc. and PML Securities Company. Charles has a diverse background in the financial services industry and has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Charles specializes in financial planning, investment management, and retirement planning. Charles is committed to providing his clients with personalized financial advice and guidance to help them achieve 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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
Referral fees
1
2
CA
05/01/2000 - Present
Classic Financial (WESTLAKE VILLAGE CA)
MA
06/01/1995 - 01/13/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
DE
02/21/1989 - 12/12/1994
PML SECURITIES COMPANY (NEWARK DE)
NA
12/03/1986 - 01/30/1989
MONY SECURITIES CORP.
IA
Issued 11/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/1996
Series 2 - Non-Member General Securities Examination
BC
Issued 11/20/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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