Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Russello is a financial advisor with over 35 years of experience in the industry. Joseph is currently registered with Citigroup Global Markets Inc. and is licensed to offer securities and investment advisory services in several states. Joseph has previously worked with a number of other firms including Citizens Securities, Inc., Cetera Investment Services LLC, Muriel Siebert & Co., Inc., LPL Financial LLC, and Pruco Securities Corporation. Joseph is a well-rounded financial advisor who is well-versed in providing a variety of services, including investment advisory, financial planning, asset allocation advice, portfolio management, and publication of periodicals. Joseph is committed to providing his clients with the best possible service and helping them reach 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.
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2
NY
04/05/2023 - Present
Citigroup Global Markets Inc. (BROOKLYN NY)
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 6/25/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/3/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/8/2015
Series 7 - General Securities Representative Examination
BC
Issued 4/24/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
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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.
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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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