Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Marius Russo is an investment advisor representative with Eagle Strategies LLC in WALL, NJ. Michael has been in the industry since December 2013. He is registered with the state of New Jersey as an investment advisor representative and a broker-dealer. He also holds licenses as a broker-dealer in Pennsylvania. Michael's firm is an active participant in the financial industry with over 95,000 client accounts and over $20 billion in assets under management. Eagle Strategies LLC provides advisory services for a variety of clients including individuals, businesses, high net worth individuals, and charitable organizations. Michael and his firm work with clients to provide them with tailored financial plans and investment advice.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
03/07/2023 - Present
Eagle Strategies LLC (WALL NJ)
NY
09/24/2001 - 07/07/2004
LEVCO SECURITIES, INC. (NEW YORK NY)
NY
09/03/1999 - 09/21/2001
UST FINANCIAL SERVICES CORP. (NEW YORK NY)
NY
05/25/1999 - 08/18/1999
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
11/22/1995 - 05/05/1999
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
IA
Issued 2/10/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/6/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/15/2024
Series 7TO - General Securities Representative Examination
BC
Issued 7/1/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/23/2019
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Russo is the right advisor for you? Invested Better is here to help.
