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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 financial advisor with Osaic Wealth, Inc. located in CORAL SPRINGS, FL. David has been in the financial services industry since November 1996. Previously David Russo was registered with Woodbury Financial Services, Inc. in CORAL SPRINGS, FL. David Russo is also registered in 35 states and has a wide range of investment experience including portfolio management for individuals and businesses, financial planning, and pension consulting. David Russo also provides educational seminars to clients.
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.
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
FL
01/19/2024 - Present
Osaic Wealth, Inc. (CORAL SPRINGS FL)
FL
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (CORAL SPRINGS FL)
FL
11/24/2014 - 03/01/2019
QUESTAR CAPITAL CORPORATION (CORAL SPRINGS FL)
FL
02/04/2009 - 11/26/2014
WOODBURY FINANCIAL SERVICES, INC. (CORAL SPRINGS FL)
FL
01/02/2002 - 02/17/2009
OPPENHEIMER & CO. INC. (BOCA RATON FL)
NY
10/23/2000 - 01/02/2002
PRIME CHARTER LTD. (NEW YORK NY)
NY
03/15/2000 - 10/23/2000
BLUESTONE CAPITAL PARTNERS, L.P. (NEW YORK NY)
NY
07/22/1997 - 03/21/2000
GKN SECURITIES CORP. (NEW YORK NY)
FL
11/05/1996 - 11/12/1997
TUSCANY EQUITY MANAGEMENT CORPORATI0N (DEERFIELD BEACH FL)
NY
07/02/1997 - 10/15/1997
GLOBAL STRATEGIES GROUP, INC. (NEW YORK NY)
BOTH
Issued 09/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/02/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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