Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mario? Claim Your ProfileMario Russo is an active investment advisor representative at Equity Services, Inc. Mario has been in the industry since April 11, 2019 and has passed the Securities Industry Essentials Examination and the Operations Professional Examination. Mario specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. Equity Services, Inc. has approximately $2,124,751,345 in regulatory assets under management.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VT
04/12/2019 - Present
Equity Services, Inc. (MONTPELIER VT)
BC
Issued 04/12/2019
Series 99TO - Operations Professional Examination
BC
Issued 03/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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