Unclaimed
Laurie Russo is a financial advisor at LPL Financial LLC. Laurie has been in the financial industry since 2010. Laurie has Series 6 and SIE licenses. Laurie has been registered with the state of Florida since 2021 and the state of New Jersey since 2019. Laurie was previously registered with FSC Securities Corporation. Laurie is registered with the state of New Jersey and Florida. Laurie specializes in investment management and financial planning. Laurie is located in Vineland, New Jersey and can be contacted at LPL Financial LLC's office in Vineland, New Jersey.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
07/12/2019 - Present
LPL Financial LLC (VINELAND NJ)
NJ
01/01/2010 - 07/12/2019
FSC SECURITIES CORPORATION (VINELAND NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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