Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Thomas Russini is a financial advisor with Charles Schwab & CO., Inc. Robert has over 40 years of experience in the financial services industry. He holds Series 63, 65, 66, 7, 9, 10 and 24 licenses. Robert works with individual clients and provides financial planning advice and manages assets. His firm offers a wide range of financial products and services, including mutual funds, ETFs, stocks, bonds, and options. They also provide financial planning services, investment management, and retirement planning.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
AZ
05/07/2018 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
FL
04/15/2002 - 09/18/2014
E*TRADE SECURITIES LLC (FT. LAUDERDALE FL)
MO
01/02/2001 - 04/11/2002
FIRST UNION SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)
FL
09/06/2000 - 01/02/2001
JWGENESIS FINANCIAL GROUP, INC (BOCA RATON FL)
FL
01/03/2000 - 09/21/2000
JWGENESIS SECURITIES, INC. (BOCA RATON FL)
FL
01/04/1999 - 12/31/1999
GSG SECURITIES, INC. (BOCA RATON FL)
CO
05/31/1994 - 01/04/1999
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
NY
06/25/1992 - 09/07/1994
MELBOURNE GSI CORP. (NEW YORK NY)
NY
04/22/1994 - 06/27/1994
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
CO
11/28/1990 - 07/02/1992
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
CO
03/26/1986 - 11/30/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
NA
05/17/1985 - 04/04/1986
IDS MARKETING CORPORATION
NA
03/22/1983 - 04/22/1985
FIRST JERSEY SECURITIES, INC.
BOTH
Issued 05/22/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/05/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/15/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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