Unclaimed
Russell Colosi is a financial professional with over 18 years of experience in the industry. Russell is currently registered with Equitable Advisors, LLC. Russell is a Registered Representative and Investment Advisor Representative in New Jersey and Pennsylvania. Prior to joining Equitable Advisors, LLC, Russell was associated with MML Investors Services, LLC, MSI Financial Services, Inc., and AXA Advisors, LLC. Russell has a wide range of experience in financial planning, pension consulting, and financial consulting. Russell has also held various leadership roles in previous firms. Russell is committed to providing clients with personalized financial advice and helping them achieve their financial 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.
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
PA
12/13/2017 - Present
Equitable Advisors, LLC (CONSHOHOCKEN PA)
NJ
03/25/2017 - 09/08/2017
MML INVESTORS SERVICES, LLC (MARLTON NJ)
NJ
06/12/2007 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (MARLTON NJ)
NJ
10/22/2004 - 04/30/2007
AXA ADVISORS, LLC (MANASQUAN NJ)
BOTH
Issued 01/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2014
Series 4 - Registered Options Principal Examination
BC
Issued 11/05/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/16/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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