Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Roy Russo is a financial advisor registered with Private Advisor Group, LLC. Joseph has been working in the financial services industry for over 50 years and holds a variety of licenses and certifications, including Series 63, Series 65, Series 7TO, Series 22TO, Series 24, Series 4, Series 40, and the SIE. Joseph is currently registered as a registered investment advisor in Florida and Texas, and as a broker-dealer in Arizona, California, Florida, Iowa, Michigan, Missouri, Nevada, New Jersey, New Mexico, North Carolina, South Carolina, Texas, Virginia, and Wisconsin. Joseph is a member of the board of directors for Armstrong Development Company, a non-profit organization. In addition to his work at Private Advisor Group, LLC, Joseph also provides investment advisory services through Advantage Investment Advisors, a DBA for LPL Business. Joseph specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
07/22/2024 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
IA
08/12/2003 - 07/31/2012
NATIONAL PLANNING CORPORATION (CEDAR RAPIDS IA)
CA
04/03/1998 - 08/14/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
04/25/1989 - 04/03/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
NA
08/18/1983 - 04/27/1989
PERPETUAL INVESTMENT ASSOCIATES
NA
09/26/1978 - 10/27/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
09/26/1978 - 02/08/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
05/31/1978 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
NA
10/16/1975 - 06/22/1978
DAIN, KALMAN & QUAIL, INCORPORATED
NA
05/30/1974 - 10/26/1975
STIFEL, NICOLAUS & COMPANY, INCORPORATED
NA
06/26/1972 - 12/06/1974
UNITED FINANCIAL CORPORATION
IA
Issued 10/02/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 09/20/1978
Series 4 - Registered Options Principal Examination
BC
Issued 08/16/1978
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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