Unclaimed
Jake Russo is a financial professional with over 2 years of experience in the industry. Jake is a registered representative with Velocity Clearing, LLC and holds several licenses and certifications. These include the Series 3, Series 4, Series 7TO, Series 57TO, and Series 66. Jake is currently licensed in New York and New Jersey.
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.
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.
1
2
NY
07/23/2021 - Present
Velocity Clearing, LLC (New York NY)
BOTH
Issued 11/20/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2022
Series 4 - Registered Options Principal Examination
BC
Issued 01/27/2023
Series 3 - National Commodity Futures Examination
BC
Issued 01/15/2022
Series 57TO - Securities Trader Exam
BC
Issued 07/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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