Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Vincent Ruzzo is an investment advisor representative with Fidelity Personal And Workplace Advisors. Jonathan Vincent Ruzzo has been in the industry since 2020 and is licensed in 53 states. Fidelity Personal And Workplace Advisors has been in the industry since 1978 and is headquartered in Boston, Massachusetts. Jonathan Vincent Ruzzo is part of the team of investment advisors at Fidelity Personal And Workplace Advisors who specialize in providing financial planning, educational seminars, and portfolio management services to individuals, businesses, and investment companies.
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.
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
MO
09/07/2022 - Present
Fidelity Personal AND Workplace Advisors (CHESTERFIELD MO)
MO
06/16/2020 - 08/05/2022
SECURIAN FINANCIAL SERVICES, INC. (ST. LOUIS MO)
BOTH
Issued 09/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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