Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Rizzo is a financial advisor with over 20 years of experience in the financial services industry. Jason is currently registered with Osaic Wealth, Inc. and is licensed to provide financial advice in Alabama and Pennsylvania. Jason has a broad range of experience in the financial services industry, including experience with Securities America, Inc., LPL Financial LLC, The Leaders Group, Inc., P.J. Robb Variable Corporation, Pruco Securities, LLC., and Directed Services, Inc. Jason holds the Series 6, Series 63 and SIE licenses and specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
A percentage of the total value of assets under management is charged.
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2
AL
06/14/2024 - Present
Osaic Wealth, Inc. (Birmingham AL)
AL
01/19/2024 - 06/14/2024
SECURITIES AMERICA, INC. (Birmingham AL)
SC
11/22/2021 - 09/26/2023
LPL FINANCIAL LLC (FORT MILL SC)
CO
08/24/2021 - 12/22/2021
THE LEADERS GROUP, INC. (LITTLETON CO)
CO
04/04/2019 - 09/26/2019
THE LEADERS GROUP, INC. (LITTLETON CO)
TN
09/06/2017 - 11/13/2018
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
NJ
10/22/2015 - 03/16/2017
PRUCO SECURITIES, LLC. (NEWARK NJ)
CO
01/02/2014 - 10/16/2015
THE LEADERS GROUP, INC. (LITTLETON CO)
TN
02/06/2008 - 10/31/2013
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
PA
10/04/2004 - 12/31/2007
UNDERWRITERS EQUITY CORPORATION (HARRISBURG PA)
PA
02/21/2000 - 09/12/2003
DIRECTED SERVICES, INC. (WEST CHESTER PA)
BC
Issued 04/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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