Invested Better
Unclaimed

Unclaimed

Unclaimed

Gerald Anthony Rizzo

Cetera Financial Specialists LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Gerald? Claim Your Profile

About Gerald Anthony Rizzo

Gerald Anthony Rizzo is a financial advisor with over 20 years of experience in the industry. He is currently registered with Cetera Financial Specialists LLC, a firm that provides a range of financial services. Gerald Anthony Rizzo holds a Series 6 license and a Series 63 license. Gerald Anthony Rizzo has been active in the industry since 2001 and holds registrations in 8 states.

Firm Information

Gerald Rizzo is currently registered with Cetera Financial Specialists LLC. Cetera Financial Specialists LLC is a Limited Liability Company formed on October 31, 2012, and is registered in all 50 states plus the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

185

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Gerald Rizzo’s Registration & Firm History

MA

10/11/2001 - Present

Cetera Financial Specialists LLC (PEABODY MA)

Not sure if Gerald Anthony Rizzo is right for you?

Licenses & Designations

BC

Issued 10/17/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gerald Anthony Rizzo.
Not sure if Gerald Anthony Rizzo is right for you?