Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leigh? Claim Your ProfileLeigh Russo is a financial advisor with Mariner Wealth based in Chatham, NJ. Leigh holds several licenses including Series 7, 63, and 65. Leigh has over 18 years of experience in the financial services industry. Previously, Leigh was a registered representative at Cambridge Investment Research, Inc. and NYLIFE Distributors LLC. Leigh is also a Certified Financial Planner. Leigh specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Leigh offers financial planning, educational seminars, and family office services.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
1
2
NJ
09/13/2021 - Present
Mariner Wealth (Chatham NJ)
NJ
08/05/2021 - 09/22/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (Chatham NJ)
NJ
08/08/2007 - 10/07/2009
NYLIFE DISTRIBUTORS LLC (PARSIPPANY NJ)
NY
04/13/2005 - 04/10/2007
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
BC
Issued 06/10/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/17/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/02/2021
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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