Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Russo is a financial advisor at Truist Advisory Services, Inc. He has been in the financial services industry since 1996. Gregory provides financial planning, portfolio management, and wrap fee products to individuals and businesses. Gregory Russo is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). He is also a member of the Chartered Financial Consultant (ChFC) designation.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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.
1
2
PA
09/09/2021 - Present
Truist Advisory Services, Inc. (ALLENTOWN PA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
PA
07/13/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (BETHLEHEM PA)
PA
10/16/2007 - 07/12/2016
CETERA INVESTMENT SERVICES LLC (BETHLEHEM PA)
PA
03/14/2005 - 10/17/2007
KNBT SECURITIES, INC. (BETHLEHEM PA)
WI
12/19/2003 - 03/15/2005
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
04/25/2001 - 12/04/2003
QUICK & REILLY, INC. (NEW YORK NY)
PA
10/21/1998 - 04/25/2001
SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)
TX
03/07/1997 - 10/21/1998
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
PA
01/29/1998 - 07/14/1998
SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)
NY
03/22/1996 - 04/11/1997
MONY SECURITIES CORP. (NEW YORK NY)
IA
Issued 05/30/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/23/2001
Series 4 - Registered Options Principal Examination
BC
Issued 04/17/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/11/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/15/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/20/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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