Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Russo is a financial advisor with Ameritas Advisory Services, LLC in Melville, NY. Susan has been in the financial services industry since 2006. Susan holds Series 6, 63, and 65 licenses and is registered to provide investment advice in Arizona, Florida, Kentucky, New Jersey, New York, South Carolina, and Virginia. Susan is a Certified Divorce Financial Analyst and works with people undergoing a divorce to develop a financial plan and assist with divorce planning.
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.
Solicitor fees
1
2
NY
11/01/2021 - Present
Ameritas Advisory Services, LLC (MELVILLE NY)
NY
03/25/2017 - 09/13/2017
MML INVESTORS SERVICES, LLC (HAUPPAUGE NY)
NY
10/16/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (HAUPPAUGE NY)
NY
07/22/2013 - 10/26/2015
LPL FINANCIAL LLC (HAUPPAUGE NY)
NY
01/01/2006 - 08/06/2013
LINCOLN FINANCIAL SECURITIES CORPORATION (HAUPPAUGE NY)
IA
Issued 09/30/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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