Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Russo is a financial advisor with over 27 years of experience in the financial services industry. Christopher is currently registered with LPL Financial LLC and has been with the firm since February 2020. Prior to that, Christopher was a registered representative with Royal Alliance Associates, Inc., UBS Financial Services Inc., Wachovia Securities, LLC, and Fahnestock & Co. Inc. Christopher holds a Series 63, 66, 7, and 31 licenses, as well as the SIE exam. Christopher specializes in providing financial planning, portfolio management, and other non-discretionary advisory services.
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.
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2
NJ
02/13/2020 - Present
LPL Financial LLC (HOLMDEL NJ)
NJ
06/30/2015 - 02/18/2020
ROYAL ALLIANCE ASSOCIATES, INC. (HOLMDEL NJ)
NY
02/06/2009 - 07/09/2015
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
05/25/2001 - 02/10/2009
WACHOVIA SECURITIES, LLC (NEW YORK NY)
NY
02/01/1993 - 06/14/2001
FAHNESTOCK & CO. INC. (NEW YORK NY)
BOTH
Issued 10/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 01/29/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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