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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Rizzo is a financial advisor with LPL Financial LLC in PITTSBURGH, PA. Louis has been in the financial industry since 1990. Louis has licenses in 14 states including California, Florida, Maryland, Massachusetts, New Jersey, Ohio, Pennsylvania, South Carolina, Virginia and West Virginia. Louis holds a Series 6, 7, 24, 31, 63 and 65 licenses. Louis is also a Certified Financial Planner. Louis provides financial planning, portfolio management for individuals and businesses, and educational seminars. Louis specializes in investing for individuals, families, and small businesses. Louis has experience working with investment clubs, charitable organizations, high-net-worth individuals, pension and profit sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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
PA
05/22/2015 - Present
LPL Financial LLC (PITTSBURGH PA)
NY
05/16/2001 - 12/06/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
FL
01/12/1999 - 06/05/2001
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
PA
03/15/1990 - 02/01/1999
FINANCIAL INVESTMENT ANALYSTS, INC. (PITTSBURGH PA)
IA
Issued 02/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 05/31/1990
Series 7 - General Securities Representative Examination
BC
Issued 11/27/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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