Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Sophia Rizo is a financial advisor with over 1 year of experience in the financial services industry. Monica is currently registered with Tripletree, LLC and Kippsdesanto & Co., both based in the United States. She holds the Series 7TO, Series 63, and SIE licenses and is registered in Minnesota, New York, Texas, and Virginia. Monica has worked with clients in the Minneapolis area and has a strong track record of helping clients achieve their financial goals.
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.
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2
MN
06/28/2024 - Present
Tripletree, LLC (Minneapolis MN)
BC
Issued 08/19/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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