Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Talone is a financial advisor with over 20 years of experience in the financial services industry. Russell currently works at Osaic Wealth, Inc. Russell has a broad range of experience in providing financial advice to individuals, businesses and institutions. Russell specializes in financial planning, portfolio management, and retirement planning. Russell has a strong commitment to providing his clients with personalized financial advice and guidance.
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.
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2
PA
06/03/2024 - Present
Osaic Wealth, Inc. (COLLEGEVILLE PA)
PA
03/31/2004 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (COLLEGEVILLE PA)
CT
05/05/2003 - 03/05/2004
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
IA
Issued 08/10/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/19/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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