Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Rizzo is a financial advisor with LPL Financial LLC, and has been in the industry since 1987. Frank is a Certified Financial Planner and holds multiple licenses including Series 7, 63, 24, 53, and 4. He is registered to offer investment advisory services in Indiana, Texas, and 13 other states. Prior to joining LPL, Frank worked with Cetera Advisor Networks LLC and Hamilton Investments, Inc.. Frank is committed to helping individuals, families, and businesses reach their financial goals. He offers a variety of financial planning services, including retirement planning, college savings, and estate planning.
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
IN
12/04/2018 - Present
LPL Financial LLC (HIGHLAND IN)
IN
01/02/1992 - 11/08/2018
CETERA ADVISOR NETWORKS LLC (HIGHLAND IN)
NA
11/25/1988 - 01/13/1992
HAMILTON INVESTMENTS, INC.
NA
07/21/1987 - 12/16/1988
OBERWEIS SECURITIES, INC.
BC
Issued 08/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2009
Series 4 - Registered Options Principal Examination
BC
Issued 09/28/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/08/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Frank Rizzo is the right advisor for you? Invested Better is here to help.
