Unclaimed
Jeremy Russo is a financial professional with over 20 years of experience in the securities industry. He has a strong track record of success in providing investment advice and wealth management services to individual investors. Currently, Jeremy is a registered representative of AMG Distributors, Inc., where he has been employed since November 2016. Before joining AMG Distributors, Inc., Jeremy spent several years with Neuberger Berman LLC, Credit Suisse Asset Management Securities, Inc., and The Dreyfus Service Corporation. Jeremy holds a variety of licenses and registrations, including the Series 6, 7, 24, and 63 exams. He is also registered as an investment advisor representative in several states. Jeremy's extensive experience and qualifications make him a valuable resource for individuals seeking professional financial guidance.
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
CT
11/22/2016 - Present
AMG Distributors, Inc. (STAMFORD CT)
NY
09/27/2006 - 08/16/2016
NEUBERGER BERMAN LLC (NEW YORK NY)
NY
03/02/2000 - 09/18/2006
CREDIT SUISSE ASSET MANAGEMENT SECURITIES, INC. (NEW YORK NY)
NY
09/07/1999 - 02/03/2000
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
BC
Issued 09/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/03/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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