Unclaimed
Martin Rizzo is a financial professional with over 30 years of experience in the industry. Currently, Martin is a Registered Representative with Northcoast Research Partners, LLC and is based in Cleveland, OH. Prior to joining Northcoast Research Partners, LLC, Martin has held positions with several other financial firms including America Northcoast Securities, Inc., FTN Midwest Securities Corp., First Tennessee Securities Corp., Midwest Research Securities Limited, Maxus Securities Corp, and Roulston Fund Distributors, Inc. Martin holds several licenses including Series 7, Series 24, Series 27, Series 53, Series 63, and Series 65.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
OH
07/09/2009 - Present
Northcoast Research Partners, LLC (Cleveland OH)
OH
06/14/2010 - 06/01/2017
AMERICA NORTHCOAST SECURITIES, INC. (CLEVELAND OH)
OH
07/10/2002 - 07/29/2008
FTN MIDWEST SECURITIES CORP. (CLEVELAND OH)
TN
01/02/2001 - 07/10/2002
FIRST TENNESSEE SECURITIES CORP. (MEMPHIS TN)
OH
01/31/2000 - 01/09/2001
MIDWEST RESEARCH SECURITIES LIMITED (CLEVELAND OH)
OH
08/06/1997 - 02/25/2000
MAXUS SECURITIES CORP (CLEVELAND OH)
OH
03/12/1987 - 03/20/1996
ROULSTON FUND DISTRIBUTORS, INC. (CLEVELAND OH)
OH
11/12/1986 - 03/20/1996
ROULSTON RESEARCH CORP. (CLEVELAND OH)
BC
Issued 05/04/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/08/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 12/16/1994
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/23/1994
Series 24 - General Securities Principal Examination
BC
Issued 11/11/1986
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 05/06/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 02/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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