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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eileen? Claim Your ProfileEileen Russo is a financial advisor with Wealthpenn.comllc. Eileen has been in the industry since 1994 and is registered to provide investment advice in multiple states. Prior to joining Wealthpenn.comllc, Eileen worked at Credit Suisse Securities (USA) LLC. Eileen is a Series 66 and Series 63 licensed advisor. Eileen also holds a Series 10, Series 9, Series 3, Series 55, and Series 7. Eileen is also a licensed real estate broker. Eileen provides a variety of financial advisory services, including asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, individuals, and investment companies. Eileen is registered with FINRA.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
02/20/2020 - Present
Wealthpenn.comllc (Shrewsbury NJ)
NY
04/03/2006 - 01/03/2017
CREDIT SUISSE SECURITIES (USA) LLC (New York NY)
CT
12/19/2003 - 08/30/2004
DOMINICK & DOMINICK LLC (OLD GREENWICH CT)
NY
02/02/2001 - 05/19/2003
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
07/06/1992 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BOTH
Issued 5/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/8/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/19/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 4/21/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/4/2012
Series 3 - National Commodity Futures Examination
BC
Issued 2/27/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 7/2/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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