Unclaimed
John Rizzo is a financial advisor with over 25 years of experience in the financial services industry. He is currently registered with Ameriprise Financial Services, LLC in New Jersey. John has a broad range of experience, having previously worked with firms like ViewTrade Securities, Inc., Mercadien Securities, and Hold Brothers On-Line Investment Services L.L.C. John specializes in offering various financial services such as financial planning, asset allocation services, and portfolio management for individuals and businesses. John is dedicated to providing comprehensive financial guidance to help clients achieve their financial goals.
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.
Asset allocation services
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.
1
2
NJ
07/10/2015 - Present
Ameriprise Financial Services, LLC (MANALAPAN NJ)
NJ
01/11/2010 - 10/08/2012
VIEWTRADE SECURITIES, INC. (JERSEY CITY NJ)
NJ
01/31/2007 - 11/26/2007
MERCADIEN SECURITIES (HAMILTON NJ)
NJ
02/21/2006 - 07/25/2006
HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (JERSEY CITY NJ)
MA
10/04/2005 - 03/01/2006
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/04/2005 - 03/01/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
08/30/1999 - 03/31/2005
KAUFMAN BROS., L.P. (NEW YORK NY)
NY
06/21/1996 - 03/12/1999
BARINGTON CAPITAL GROUP, L.P. (NEW YORK NY)
NY
05/13/1992 - 04/18/1996
COMMERZBANK CAPITAL MARKETS CORP. (NEW YORK NY)
IA
Issued 07/09/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/1992
Series 24 - General Securities Principal Examination
BC
Issued 03/04/1992
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Rizzo is the right advisor for you? Invested Better is here to help.