Unclaimed
Jason Rizzo is a financial advisor currently registered with Fifth Third Securities, Inc. Jason has been a registered representative since 2003 and has been with Fifth Third Securities, Inc. since 2009. Prior to that, Jason worked at Chase Investment Services Corp. and Banc One Securities Corporation. Jason holds FINRA Series 6, 7, and 66 securities licenses. Jason has earned the Series 66 Uniform Combined State Law Examination and the Securities Industry Essentials Examination. Jason has experience working with clients such as high-net-worth individuals, corporations, pension and profit-sharing plans, and 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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
OH
08/14/2009 - Present
Fifth Third Securities, Inc. (DELAWARE OH)
OH
07/06/2005 - 07/15/2009
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
IL
02/25/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 11/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/28/2004
Series 7 - General Securities Representative Examination
BC
Issued 2/24/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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