Unclaimed
Richard Russillo is an investment advisor representative at Osaic Wealth, Inc. located in TOCCOA, GA. Richard has been in the financial industry since August 1993. Richard has a wide range of experience in the financial services industry, having previously worked at Securities America, Inc. and Securities Service Network, LLC. Richard is a licensed investment advisor representative in Georgia. He is also licensed to sell securities in several other states, including California, Colorado, and Maine.
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.
1
2
GA
06/14/2024 - Present
Osaic Wealth, Inc. (TOCCOA GA)
GA
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (TOCCOA GA)
RI
08/16/2010 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Johnston RI)
RI
11/01/2007 - 08/19/2010
AXA ADVISORS, LLC (WARWICK RI)
RI
07/30/2004 - 11/16/2007
NEXT FINANCIAL GROUP, INC. (WARWICK RI)
PA
08/21/2003 - 07/29/2004
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
PA
06/05/2001 - 08/08/2003
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NY
01/02/1998 - 06/07/2001
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
06/17/1997 - 01/02/1998
AIG EQUITY SALES CORP. (NEW YORK NY)
DE
08/26/1993 - 06/17/1997
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
GA
02/28/1995 - 03/22/1995
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
IA
Issued 12/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/26/2005
Series 27 - Financial and Operations Principal Examination
BC
Issued 08/18/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/26/2000
Series 24 - General Securities Principal Examination
BC
Issued 07/01/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2006
Series 3 - National Commodity Futures Examination
BC
Issued 07/29/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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