Unclaimed
Justin Russo is a financial advisor who has been in the industry since 2017. He is currently registered with Osaic Advisory Services, LLC. Justin Russo is a Certified Financial Planner and has passed several industry exams, including the Series 66, Series 7, and the SIE. Justin Russo has worked with a variety of firms in his career, including Triad Advisors, Sigma Financial Corporation, and MML Investors Services, LLC. Justin Russo specializes in financial planning, pension consulting, and portfolio management for both individuals 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.
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
MI
06/14/2024 - Present
Osaic Advisory Services, LLC (Chesterfield MI)
MI
06/14/2024 - 08/23/2024
TRIAD ADVISORS LLC (Chesterfield MI)
MI
08/01/2019 - 06/14/2024
SIGMA FINANCIAL CORPORATION (Chesterfield MI)
MI
02/27/2018 - 03/18/2019
MML INVESTORS SERVICES, LLC (Clinton Township MI)
MI
04/24/2017 - 02/08/2018
RAYMOND JAMES & ASSOCIATES, INC. (TROY MI)
BOTH
Issued 03/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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