Unclaimed
Nicholas Russo is an active investment advisor representative registered with Cetera Investment Advisers LLC. Nicholas is also a registered representative with Cetera Advisor Networks LLC. Nicholas has been in the industry since August 2022. Nicholas has a Series 7, Series 66, and SIE license. Cetera Investment Advisers LLC has a total of 104468595111 regulatory assets under management. Nicholas has a specialization in Investment Advising, Retirement Planning, Estate Planning, Education Planning, Tax Planning, and Insurance Planning. Nicholas is a member of Cetera Investment Advisers LLC's team since August 2023.
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.
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
08/10/2023 - Present
Cetera Investment Advisers LLC (PARSIPPANY NJ)
NJ
09/01/2022 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Paramus NJ)
BOTH
Issued 12/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/09/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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