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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 Russek is a financial advisor with Osaic Wealth, Inc., with over 28 years of experience in the industry. Jeffrey has a wide range of experience and has held several positions in the past, including positions at SAGEPOINT FINANCIAL, INC., SENTRA SECURITIES CORPORATION, EQUITY SERVICES, INC., MIMLIC SALES CORPORATION, and WALL STREET INVESTOR SERVICES. Jeffrey's firm, Osaic Wealth, Inc., manages over $94 billion in assets for individuals, families, trusts, estates, businesses, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers a range of financial services including financial planning, investment management, and retirement planning. Jeffrey is committed to helping clients achieve their financial goals and providing them with the highest level of service.
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
CT
09/01/2023 - Present
Osaic Wealth, Inc. (NORTH HAVEN CT)
CT
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (NORTH HAVEN CT)
AZ
02/24/1999 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
VT
07/19/1996 - 02/25/1999
EQUITY SERVICES, INC. (MONTPELIER VT)
MN
10/10/1995 - 06/25/1996
MIMLIC SALES CORPORATION (ST. PAUL MN)
NY
04/28/1995 - 06/27/1995
WALL STREET INVESTOR SERVICES (NEW YORK NY)
BOTH
Issued 08/30/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/03/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/23/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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