Unclaimed
Vincent Russo is a registered representative of MML Investors Services, LLC. Vincent is a financial professional with over 50 years of experience in the industry, having started in 1969. Vincent is a Chartered Financial Consultant and holds FINRA Series 7TO, SIE and 1 licenses as well as Series 24 (General Securities Principal). Vincent holds registrations in Pennsylvania and also conducts outside insurance sales. Vincent and his firm provide financial planning, asset allocation programs, pension consulting and other advisory services. They are also available to provide educational seminars and help clients select other advisers.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
01/05/2015 - Present
MML Investors Services, LLC (HORSHAM PA)
NA
08/25/1983 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
NA
01/29/1979 - 09/12/1983
INA SECURITY CORPORATION
NA
03/03/1969 - 02/26/1977
PIEDMONT CAPITAL CORPORATION
NA
09/18/1973 - 12/16/1974
PROVIDENT SECURITIES CORPORATION
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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