Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacquelyn? Claim Your ProfileJacquelyn Rizzo is an active investment advisor representative with Stifel, Nicolaus & Company, Inc. Jacquelyn has been in the industry since January 1997. Jacquelyn is registered with the state of Wisconsin and provides services to individuals, businesses, high net worth individuals, charitable organizations, insurance companies, banking or thrift institutions, pension and profit-sharing plans and pooled investment vehicles. Jacquelyn is also registered with the state of Wisconsin as an Investment Advisor Representative. Jacquelyn has also worked with RAYMOND JAMES FINANCIAL SERVICES, INC., RBC CAPITAL MARKETS, LLC and DAIN RAUSCHER INCORPORATED. The firm has over $1 billion - $10 billion in assets under management.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
09/14/2020 - Present
Stifel, Nicolaus & Company, Inc. (EAU CLAIRE WI)
WI
09/13/2013 - 09/23/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (EAU CLAIRE WI)
WI
03/02/1998 - 09/20/2013
RBC CAPITAL MARKETS, LLC (EAU CLAIRE WI)
NA
01/21/1997 - 03/02/1998
DAIN RAUSCHER INCORPORATED
BC
Issued 01/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jacquelyn Rizzo is the right advisor for you? Invested Better is here to help.
