Unclaimed
Vernelle Russo-rados has been in the financial services industry since September 27, 1987. Vernelle currently works at Morgan Stanley. Vernelle has previous experience at Citigroup Global Markets Inc., Countrywide Investments, Inc., F & G Securities, Inc., USF&G Investment Services, Inc., American Express Financial Advisors Inc., and Waddell & Reed, Inc.. Vernelle is registered to offer investment advice in 26 states. Vernelle holds Series 63, SIE, and Series 7 licenses.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
07/26/2011 - Present
Morgan Stanley (Cincinnati OH)
OH
02/24/1995 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CINCINNATI OH)
OH
02/12/1993 - 08/08/1994
COUNTRYWIDE INVESTMENTS, INC. (CINCINNATI OH)
NA
05/26/1992 - 12/31/1992
F & G SECURITIES, INC.
NA
05/26/1989 - 06/09/1992
USF&G INVESTMENT SERVICES, INC.
NA
02/19/1987 - 09/19/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
05/27/1986 - 10/26/1987
WADDELL & REED, INC.
BC
Issued 06/04/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Vernelle Russo-rados is the right advisor for you? Invested Better is here to help.