Joseph R. Russo, FSI
About the Author
Joseph (Joe) R. Russo is chair of the Financial Services Institute. With over over 30 years of experience in financial services, Joe began his securities career as a registered representative at United Financial Services and then with Merrill Lynch.
Joe founded Perpetual Investment Advisors and served as CEO until a sale to AEGON, USA Securities. Subsequently, he founded Advantage Financial Group (AFG). AFG is affiliated with National Planning Corporation and is the company’s premier OSJ managing over $2 billion of client assets with a total of 54 branch offices.
Joe maintains his investment advisory practice in Cedar Rapids, Iowa, and his securities brokerage business in Naples, Fla. while serving as chairman and CEO of AFG. He is licensed as a General Securities Principal, Municipal Bond Principal, Options Principal and Registered Investment Advisor Representative.
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