Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Francis Russo is a financial advisor at Stifel, Nicolaus & Company, Inc. with over 35 years of experience in the industry. Victor has been registered with the Financial Industry Regulatory Authority (FINRA) since 1987. Victor holds several licenses, including Series 7, Series 63, and Series 65. Victor also has several years of experience at other firms including Wells Fargo Advisors, LLC, Robert W. Baird & Co. Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Victor specializes in providing financial planning services to individuals, families, and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
06/24/2013 - Present
Stifel, Nicolaus & Company, Inc. (ELKHART IN)
IN
08/05/2005 - 06/24/2013
WELLS FARGO ADVISORS, LLC (ELKHART IN)
WI
06/28/1996 - 08/15/2005
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NY
11/25/1987 - 07/02/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/16/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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