Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morgan? Claim Your ProfileMorgan Russo is a financial advisor registered with LPL Financial LLC. Morgan has over 7 years of experience in the financial services industry. Morgan is licensed to offer investment advice in 53 states and the District of Columbia. Morgan's previous experience includes working with Grove Point Investments, LLC, MML Investors Services, LLC, and MSI Financial Services, Inc. Morgan holds the Series 4, 7, 24, 52, 53, 66, and 99TO licenses and the SIE. Morgan is a registered representative of LPL Financial LLC. Morgan's office is located in Leesburg, Virginia. Morgan can also assist clients from Fort Mill, South Carolina.
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
VA
12/19/2022 - Present
LPL Financial LLC (Leesburg VA)
MD
03/09/2020 - 12/12/2022
GROVE POINT INVESTMENTS, LLC (Rockville MD)
MD
03/25/2017 - 03/09/2020
MML INVESTORS SERVICES, LLC (HUNT VALLEY MD)
MD
02/28/2017 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ELKRIDGE MD)
BOTH
Issued 08/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2023
Series 4 - Registered Options Principal Examination
BC
Issued 07/15/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/23/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 05/13/2019
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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