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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Rizzo is a financial advisor with UBS Financial Services Inc. based in GAINSVILLE, FL. Jeffrey is registered to provide investment advice in Florida and Texas. Jeffrey has been in the financial services industry since 2012. Jeffrey specializes in helping clients with retirement planning, investment management, and financial 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.
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.
See schedule d - miscellaneous
1
2
FL
08/20/2015 - Present
UBS Financial Services Inc. (GAINSVILLE FL)
FL
12/02/2013 - 08/24/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GAINESVILLE FL)
MO
10/01/2000 - 11/07/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
10/19/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 01/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/18/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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