Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Russo is a financial advisor with over 19 years of experience in the financial services industry. Robert is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since February 2019. Prior to joining Raymond James, Robert worked at UBS Financial Services Inc. and Citigroup Global Markets Inc.. Robert has a strong track record of providing financial advice to a diverse clientele, including individuals, families, corporations, and institutions. Robert is also a Certified Financial Planner™ professional and has earned the Series 31, Series 7, and Series 66 licenses. Robert is committed to providing his clients with personalized financial advice that meets their unique needs and goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
02/12/2019 - Present
Raymond James Financial Services Advisors, Inc. (Houston TX)
TX
02/11/2009 - 02/21/2019
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
TX
08/03/2004 - 03/02/2009
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
BOTH
Issued 03/05/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/04/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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