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 with Edward Jones. Patrick is based in HARAHAN, LA and has been in the industry for over 2 years. Patrick is registered to provide investment advice in Louisiana and Texas. Patrick has Series 66, Series 7TO, and SIE licenses. He has a CFP designation.
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.
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.
See schedule d - miscellaneous
1
2
LA
09/27/2024 - Present
Edward Jones (HARAHAN LA)
LA
10/30/2023 - 07/01/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Metairie LA)
BOTH
Issued 02/17/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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