Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Russo is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Peter has been in the financial industry since 1992 and previously worked at MORGAN STANLEY, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, R A F FINANCIAL CORPORATION and F.N. WOLF & CO., INC. Peter holds Series 7, Series 63, and Series 65 licenses and the SIE exam. Peter is registered to provide investment advice in 23 states and is also registered as a Registered Representative in Texas. Peter also provides rental property management services as a side business.
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.
Investment consulting services to institutional clients
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
07/17/2024 - Present
Wells Fargo Clearing Services, LLC (MCLEAN VA)
NY
09/20/2013 - 07/16/2024
MORGAN STANLEY (PURCHASE NY)
VA
12/05/1997 - 09/23/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RESTON VA)
CO
05/26/1994 - 12/05/1997
R A F FINANCIAL CORPORATION (DENVER CO)
NA
03/23/1992 - 06/01/1994
F.N. WOLF & CO., INC.
IA
Issued 12/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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