Unclaimed
Russell Corona is a financial advisor with Cetera Investment Advisers LLC. Russell has been in the financial services industry since April 2012 and has experience in providing financial advice to a variety of clients, including individuals, families, and businesses. Russell holds the Series 6, 7, 24, 63, and 65 securities licenses and is a Certified Financial Planner. In addition to his work as a financial advisor, Russell is a relationship manager at Canandaigua National Bank & Trust.
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
NY
04/11/2023 - Present
Cetera Investment Advisers LLC (PITTSFORD NY)
NY
12/12/2017 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (ROCHESTER NY)
NY
12/23/2014 - 11/29/2017
M&T SECURITIES, INC. (ROCHESTER NY)
NY
06/30/2010 - 04/01/2013
MANNING & NAPIER INVESTOR SERVICES, INC. (FAIRPORT NY)
NY
07/24/2008 - 09/23/2008
HEALTHCARE COMMUNITY SECURITIES CORPORATION (RENSSELAER NY)
IA
Issued 7/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/5/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/26/2016
Series 7 - General Securities Representative Examination
BC
Issued 7/23/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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