Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Marvin Rizor is a financial advisor who has been in the industry since 1996. Brett is currently registered with Fidelity Personal and Workplace Advisors. He is also registered with the state of Kentucky as an Investment Advisor Representative. Brett has a Series 66, Series 63, Series 24, Series 10, Series 9, SIE, and Series 7. He has worked at Pershing LLC, Fidelity Brokerage Services LLC, and Edward D. Jones & Co., L.P. Brett specializes in providing financial advice to individuals, corporations, charitable organizations, and pension and profit-sharing plans. He also provides portfolio management services for both individuals and businesses. Brett is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
1
2
OH
09/13/2024 - Present
Fidelity Personal AND Workplace Advisors (CINCINNATI OH)
PA
10/29/2010 - 09/04/2013
PERSHING LLC (KING OF PRUSSIA PA)
PA
07/01/1996 - 05/18/2010
FIDELITY BROKERAGE SERVICES LLC (KING OF PRUSSIA PA)
MO
11/01/1995 - 04/02/1996
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 06/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/31/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/31/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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