Unclaimed
Matthew Vincent Rizzo is a financial advisor with Oppenheimer & Co. Inc., based in NEW YORK, NY. Matthew has been in the financial services industry since 2000. Previously, Matthew worked at CIBC WORLD MARKETS CORP., and Andover Brokerage, L.L.C.. Matthew is licensed in New York and Pennsylvania.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
01/14/2008 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
04/02/2003 - 01/14/2008
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
08/22/2002 - 11/25/2002
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
NY
04/10/2000 - 07/31/2002
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BC
Issued 11/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2007
Series 24 - General Securities Principal Examination
BC
Issued 04/09/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/14/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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