Unclaimed
Joseph Russo is a financial professional with over two years of experience in the securities industry. Joseph currently holds a Series 6 and Series 63 license and is registered to sell securities in Pennsylvania through Vanguard Marketing Corp. Joseph was previously registered with Fidelity Brokerage Services LLC in Covington, Kentucky.
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
PA
08/21/2019 - Present
Vanguard Marketing Corp. (MALVERN PA)
KY
11/09/2016 - 08/27/2018
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BC
Issued 12/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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