Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Russo is a registered investment advisor representative with Mutual of Omaha Investor Services, Inc. David Russo holds Series 63, 66 and 7TO securities licenses. David Russo is also licensed as an insurance agent.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Promoter fees and third party money manager fees
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2
CT
05/23/2022 - Present
Mutual OF Omaha Investor Services, Inc. (TRUMBULL CT)
BOTH
Issued 05/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/13/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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