Unclaimed
Russell J. Fusco is a financial advisor with Wells Fargo Clearing Services, LLC. Russell has been in the financial services industry since 2001 and has a Series 7, Series 9, Series 10, and Series 63 license. Russell is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to conduct business in all 50 states and Puerto Rico. Prior to joining Wells Fargo Clearing Services, LLC, Russell worked at First Clearing, LLC and Wachovia Securities, LLC. Russell's firm manages approximately $10 billion to $50 billion in assets.
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.
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.
Investment consulting services to institutional clients
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.
1
2
NC
03/18/2011 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTE NC)
MO
04/17/2009 - 12/31/2010
FIRST CLEARING, LLC (ST. LOUIS MO)
MO
04/09/2002 - 04/17/2009
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NJ
08/25/2000 - 12/31/2001
CSFBDIRECT, INC. (JERSEY CITY NJ)
BC
Issued 03/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/31/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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