Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Ignatius Russo is a financial advisor with over 30 years of experience in the financial services industry. William has a strong track record of providing comprehensive financial planning and investment management services to a wide range of clients, including individuals, families, businesses, and charitable organizations. He is a Certified Financial Planner™ professional and holds the Series 7, Series 6, Series 24, and Series 63 licenses. William is currently registered with Osaic Wealth, Inc., and previously held positions at The Concord Equity Group, LLC, Emissary Financial Group, Inc., and Money Concepts Capital Corp. William is dedicated to helping clients achieve their financial goals and providing them with the personalized attention they deserve.
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.
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2
OH
10/11/2024 - Present
Osaic Wealth, Inc. (PEPPER PIKE OH)
OH
05/26/1998 - 08/18/2008
THE CONCORD EQUITY GROUP, LLC (SOLON OH)
OH
04/07/1998 - 08/12/1998
EMISSARY FINANCIAL GROUP, INC. (MENTOR OH)
FL
06/01/1993 - 03/17/1998
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
BC
Issued 04/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/28/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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