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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Russo is an investment advisor representative at Cetera Investment Advisers LLC. Jeffrey has been in the industry since 1990 and has a wide range of experience. Jeffrey is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, 7, 24, 52TO, 53, and 66 licenses. Jeffrey specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Jeffrey is also a board member for the Water and Sewage Municipal Authority for Plum Borough.
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.
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
PA
06/28/2023 - Present
Cetera Investment Advisers LLC (CANONSBURG PA)
PA
10/08/2019 - 07/08/2020
CITIZENS SECURITIES, INC. (MONROEVILLE PA)
PA
11/18/2008 - 10/18/2019
ALLSTATE FINANCIAL SERVICES, LLC (Pittsburgh PA)
PA
11/06/2006 - 04/08/2008
INVESTMENT PROFESSIONALS, INC. (INDIANA PA)
PA
03/23/2006 - 11/07/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (INDIANA PA)
PA
07/21/2005 - 02/21/2006
FFP SECURITIES, INC. (PITTSBURGH PA)
IA
12/12/2003 - 09/24/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MA
10/29/2002 - 12/03/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
RI
05/08/2002 - 08/08/2002
CITIZENS INVESTMENT SERVICES CORP. (JOHNSTON RI)
PA
02/13/1997 - 05/08/2002
DREYFUS INVESTMENT SERVICES COMPANY, LLC (PITTSBURGH PA)
NY
05/15/2001 - 11/21/2001
DREYFUS SERVICE CORPORATION (NEW YORK NY)
NY
04/25/1997 - 12/31/2000
DREYFUS FINANCIAL SERVICES CORPORATION (NEW YORK NY)
PA
08/08/1996 - 04/16/1997
SUMMIT INVESTMENT GROUP, INC. (PITTSBURGH PA)
NA
05/30/1996 - 08/14/1996
PRUCO SECURITIES CORPORATION
NJ
06/11/1987 - 08/14/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MD
02/05/1996 - 03/21/1996
THE ADVISORS GROUP, INC. (BETHESDA MD)
OH
05/30/1995 - 01/23/1996
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
BOTH
Issued 12/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/15/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/10/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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