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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Russo is an Investment Advisor Representative with Potomac Fund Management. Daniel has over 17 years of experience in the financial services industry. Prior to joining Potomac Fund Management, Daniel worked as a Financial Analyst at Chaikin Analytics in Philadelphia. Daniel has a strong track record of success in providing investment advice to individuals and families. Daniel is also an Adjunct Lecturer at Baruch College in New York City. Daniel holds the Series 63, Series 65, Series 7, Series 87, Series 21, and Series 25 licenses.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
NY
07/23/2021 - Present
Potomac Fund Management (MANHASSET NY)
NY
06/02/2011 - 02/27/2018
NEEDHAM & COMPANY, LLC (NEW YORK NY)
NY
12/06/2007 - 05/26/2011
SUSQUEHANNA FINANCIAL GROUP, LLLP (NEW YORK NY)
NY
11/29/2007 - 01/07/2008
SIG INDEX SPECIALISTS, LLC (NEW YORK NY)
NY
02/08/2002 - 12/05/2007
SIG SPECIALISTS, INC. (NEW YORK NY)
NY
10/01/2000 - 02/04/2002
FLEET SPECIALIST, INC. (NEW YORK NY)
IA
Issued 07/08/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2012
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 06/04/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/21/2000
Series 21 - NYSE Front Line Specialist Clerk
BC
Issued 05/18/2000
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
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