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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Rizzo is an investment advisor representative with over 30 years of experience in the financial services industry. John has a broad range of experience, including investment advisory services for individuals, businesses, and investment companies. John currently works at Morgan Stanley. Before joining Morgan Stanley, John worked for UBS Financial Services Inc. John is registered to provide investment advice in multiple states, including Florida, New Jersey, Pennsylvania, and Texas. John is also a registered representative with FINRA.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
10/06/2020 - Present
Morgan Stanley (Lawrenceville NJ)
NJ
08/18/2010 - 04/07/2020
MORGAN STANLEY (LAWRENCEVILLE NJ)
NJ
08/20/1985 - 08/24/2010
UBS FINANCIAL SERVICES INC. (PRINCETON NJ)
BC
Issued 05/20/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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