Unclaimed
Jp Rizzitelli is a financial advisor with over 20 years of experience in the industry. Jp is currently registered with LPL Financial LLC and has held previous registrations with Sagepoint Financial, Inc., American General Securities Incorporated, MetLife Securities Inc., and Metropolitan Life Insurance Company. Jp has a wide range of experience and holds licenses for both securities and investment advisory services. Jp has a deep understanding of the financial markets and is committed to providing personalized advice 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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
04/22/2020 - Present
LPL Financial LLC (FORT MILL SC)
CT
10/31/2008 - 04/24/2020
SAGEPOINT FINANCIAL, INC. (STRATFORD CT)
CT
11/10/1999 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (STRATFORD CT)
MA
04/08/1999 - 12/21/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/08/1999 - 12/21/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 09/21/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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