Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Rizzotti is a financial advisor with over 38 years of experience in the financial services industry. Leonard has held positions at various firms including CitiStreet Equities LLC, Prudential Investment Management Services LLC, Copeland Equities, Inc., and Mutual Funds Associates Inc. Leonard is currently a registered representative of Lincoln Investment and Capital Analysts.
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.
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.
1
2
PA
01/03/2022 - Present
Lincoln Investment (LANSDALE PA)
NJ
05/15/2001 - 01/05/2004
CITISTREET EQUITIES LLC (SOMERSET NJ)
NJ
02/08/2000 - 04/11/2001
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NJ
12/02/1985 - 11/12/1999
COPELAND EQUITIES, INC. (SOMERSET NJ)
NA
03/27/1984 - 11/18/1985
MUTUAL FUNDS ASSOCIATES INC.
IA
Issued 11/24/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2004
Series 24 - General Securities Principal Examination
BC
Issued 05/10/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/28/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/10/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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