Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Russo is a financial advisor registered with LPL Financial LLC, with offices in Canonsburg, PA and San Diego, CA. Steven has been in the financial services industry since 2008 and holds licenses for Series 63, 66, and 7, as well as the SIE. Steven also holds an active investment advisor registration in Pennsylvania. In addition to working with LPL Financial LLC, Steven also works with OSAIC WEALTH, INC.
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.
Consulting and other non-discretionary advisory services
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.
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2
PA
07/10/2023 - Present
LPL Financial LLC (CANONSBURG PA)
PA
02/12/2008 - 07/12/2023
OSAIC WEALTH, INC. (MCMURRAY PA)
BOTH
Issued 09/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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