Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wayne? Claim Your ProfileWayne Alan Russo is a financial advisor with over 40 years of experience in the financial services industry. Wayne is currently registered with LPL Financial LLC and has been with the firm since July 2023. Prior to joining LPL Financial LLC, Wayne worked with OSAIC WEALTH, INC. and Integrated Resources Equity Corporation, where he served as a Registered Representative and Investment Advisor Representative. Wayne specializes in providing financial planning, portfolio management, and consulting services to individuals, families, and businesses. Wayne holds a Series 7, Series 63, Series 24, and Series 51 licenses. Wayne is a Certified Financial Planner (CFP®).
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.
1
2
PA
07/11/2023 - Present
LPL Financial LLC (MCMURRAY PA)
PA
11/19/1989 - 07/12/2023
OSAIC WEALTH, INC. (MCMURRAY PA)
NA
08/12/1985 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
01/30/1987 - 09/09/1988
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
08/20/1979 - 08/19/1985
IDS FINANCIAL SERVICES INC.
NA
08/20/1979 - 08/19/1985
IDS LIFE INSURANCE COMPANY
NA
08/20/1979 - 08/19/1985
IDS MARKETING CORPORATION
BC
Issued 08/13/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/24/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
BC
Issued 08/13/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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