Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Russo is a financial advisor in Canfield, Ohio. Patrick has been in the financial services industry since 2012. Patrick is registered with LPL Financial LLC and has passed the Series 66, Series 7 and SIE exams. Previously, Patrick was affiliated with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and Bank of America, N.A. Patrick is also a registered investment advisor with the state of Ohio. Patrick specializes in providing financial planning, portfolio management, and pension consulting services to a variety of clients, including high net worth individuals, corporations, and pension and profit-sharing plans.
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
OH
09/09/2019 - Present
LPL Financial LLC (CANFIELD OH)
OH
04/27/2012 - 09/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CANFIELD OH)
BOTH
Issued 05/24/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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