Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Rizzo is a financial professional with over 40 years of experience in the financial services industry. Michael is currently registered with Kestra Investment Services, LLC. Previously, Michael was registered with Financial Telesis Inc, P & A Financial Securities, Inc., Cadaret, Grant & Co., Inc., and Phoenix Equity Planning Corporation. Michael holds the Series 6TO, SIE, and Series 1 licenses. Michael is currently registered with the state of New York.
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.
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
NY
11/06/2014 - Present
Kestra Investment Services, LLC (Williamsville NY)
NY
11/01/2011 - 08/22/2014
FINANCIAL TELESIS INC (BUFFALO NY)
NY
01/21/1998 - 11/07/2011
P & A FINANCIAL SECURITIES, INC. (BUFFALO NY)
NY
09/14/1993 - 12/31/1997
CADARET, GRANT & CO., INC. (SYRACUSE NY)
CT
06/07/1978 - 08/16/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
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 05/27/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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