Unclaimed
Joseph Russello is a financial professional with over 35 years of experience in the financial services industry. Joseph is currently registered with Citigroup Global Markets Inc., located in Fort Lee, New Jersey. Joseph has previously held positions with LPL Financial LLC, Muriel Siebert & Co., Inc., Cetera Investment Services LLC, and Citizens Securities, Inc.. Joseph is a Series 6, 7, 63, and 65 licensed professional. Joseph specializes in providing financial advice to individuals, corporations, and charitable organizations. Joseph is committed to providing his clients with personalized service and sound financial advice to help them achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation advice
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.
1
2
NJ
04/05/2023 - Present
Citigroup Global Markets Inc. (Fort Lee NJ)
NY
08/17/2022 - 04/03/2023
CITIZENS SECURITIES, INC. (BROOKLYN NY)
NY
11/23/2020 - 08/17/2022
CETERA INVESTMENT SERVICES LLC (BROOKLYN NY)
NJ
02/20/2018 - 11/25/2020
MURIEL SIEBERT & CO., INC. (Jersey City NJ)
NY
05/27/2008 - 02/23/2018
LPL FINANCIAL LLC (BROOKLYN NY)
NY
08/13/2001 - 05/27/2008
IFMG SECURITIES, INC. (BROOKLYN NY)
NJ
04/27/1987 - 08/13/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 06/25/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/24/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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