Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pasquale? Claim Your ProfilePasquale Russo is an active investment advisor representative with Osaic Wealth, Inc. Pasquale has been in the securities industry since April 1997 and has worked for several firms over the years, including LPL FINANCIAL LLC and A. G. EDWARDS & SONS, INC.. Pasquale is registered to provide investment advisory services in several states, including Arizona, Idaho, Massachusetts, New Hampshire, North Carolina and Tennessee. Pasquale holds the Series 6, 7, 24, 63 and 65 securities licenses and is a member of FINRA. Pasquale is also a notary public and is a trustee for Russo Realty Trust.
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
MA
11/21/2023 - Present
Osaic Wealth, Inc. (CHELMSFORD MA)
MA
07/03/2007 - 11/16/2023
LPL FINANCIAL LLC (CHELMSFORD MA)
MA
01/03/2002 - 07/10/2007
A. G. EDWARDS & SONS, INC. (CHELMSFORD MA)
NY
04/15/1999 - 01/17/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
RI
04/21/1997 - 04/05/1999
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 10/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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