Unclaimed
James Harry Russo is a securities professional with over 17 years of experience in the financial industry. James is currently registered with Foreside Fund Services, LLC and is licensed to conduct business in 38 states. Prior to joining Foreside Fund Services, LLC, James was employed with ALLIANCEBERNSTEIN INVESTMENTS, INC. and J.P. MORGAN SECURITIES INC. James has a strong understanding of the financial markets and a commitment to providing clients with personalized investment advice.
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
PA
12/22/2023 - Present
Foreside Fund Services, LLC (Radnor PA)
NY
03/07/2006 - 03/30/2009
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)
NY
06/30/2003 - 02/21/2006
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
06/15/2001 - 06/02/2003
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
NY
05/01/2001 - 06/15/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
02/13/2001 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 12/01/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/08/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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