Unclaimed
Matthew Christopher Rizzo is a financial advisor with Commonwealth Financial Network, a firm headquartered in Waltham, MA. Matthew has been in the financial services industry since 2007 and holds a Series 6, 7, and 63 license as well as the SIE exam. Matthew is a registered representative in 14 states: Arizona, Delaware, Florida, Kentucky, Massachusetts, New Hampshire, New Jersey, New York, Oklahoma, Pennsylvania, Rhode Island, and South Carolina. In addition to his work as a financial advisor, Matthew also serves as an assistant basketball coach at Chaminade High School in Mineola, NY.
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.
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.
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2
NY
06/29/2021 - Present
Commonwealth Financial Network (Great Neck NY)
NY
01/09/2012 - 10/26/2020
MML INVESTORS SERVICES, LLC (SYOSSET NY)
NY
09/24/2007 - 12/19/2011
METLIFE SECURITIES INC. (GARDEN CITY NY)
BC
Issued 10/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/22/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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