Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Anthony Russolino is a financial professional with over 40 years of experience in the financial services industry. Jeffrey has been registered with Eagle Strategies LLC since 2010. Prior to that, Jeffrey was registered with F.N. WOLF & CO., INC., SHERWOOD CAPITAL, INC., and FIRST JERSEY SECURITIES, INC. Jeffrey holds Series 63, Series 24, SIE, and Series 7 licenses and is also a Chartered Financial Consultant. Jeffrey specializes in providing financial planning and investment advice to individuals, families, and businesses. Jeffrey is committed to helping clients achieve their financial goals.
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.
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
LA
12/04/2019 - Present
Eagle Strategies LLC (NEW ORLEANS LA)
NA
05/16/1988 - 09/07/1990
F.N. WOLF & CO., INC.
NA
02/02/1987 - 05/18/1988
SHERWOOD CAPITAL, INC.
NA
05/24/1979 - 01/31/1987
FIRST JERSEY SECURITIES, INC.
BC
Issued 9/8/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/27/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/19/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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