Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Russo is a registered representative and investment advisor representative with Truist Advisory Services, Inc. Louis has been in the financial services industry for over 14 years. Louis holds the Series 7, Series 66, and SIE licenses. Louis specializes in providing financial planning and investment management services to individuals, businesses, and families. Louis is also registered in New Jersey to provide investment advisory 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.
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.
Wrap fee product and financial profiling services using desktop software
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
NJ
03/28/2023 - Present
Truist Advisory Services, Inc. (PRINCETON NJ)
BOTH
Issued 03/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2023
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
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