Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Russo is a financial professional with over 30 years of experience in the industry. John has held various roles at several firms, including Securities America, Inc., AEGON USA Securities Inc., Securities Service Network, Inc., NFP Securities, Inc., Invest Financial Corporation, LPL Financial LLC, SCF Securities, Inc., and currently United Planners' Financial Services of America A Limited Partner. John is registered with the state of New York as both a Registered Representative (Series 63) and Investment Advisor Representative (Series 65). He also holds the Series 7 and SIE securities licenses. John is a dedicated professional committed to providing financial advice and planning services to individuals, businesses, and charitable organizations.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
09/03/2024 - Present
United Planners' Financial Services OF America A Limited Partner (AMHERST NY)
NY
10/13/2021 - 09/05/2024
SCF SECURITIES, INC. (AMHERST NY)
NY
02/14/2018 - 10/19/2021
LPL FINANCIAL LLC (AMHERST NY)
NY
08/07/2012 - 02/14/2018
INVEST FINANCIAL CORPORATION (AMHERST NY)
NY
11/18/2004 - 08/13/2012
NFP SECURITIES, INC. (WEST AMHERST NY)
TN
06/30/1997 - 11/16/2004
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
IA
12/11/1991 - 05/30/1997
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
NE
01/01/1991 - 12/20/1991
SECURITIES AMERICA, INC. (LAVISTA NE)
IA
Issued 07/16/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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