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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Anthony Rizzio is a financial advisor with EFS Advisors in Cambridge, Minnesota. Paul has been in the financial services industry for over 5 years. He is a Series 66, Series 24, Series 7TO, Series 6TO, and SIE licensed professional. Paul is registered to provide financial advice in Minnesota, Iowa, Connecticut, and Wisconsin. Paul's previous experience includes working at Cambridge Investment Research, Inc. in Farmington, Connecticut and Fairfield, Iowa. Paul specializes in providing financial advice to individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MN
05/18/2023 - Present
EFS Advisors (CAMBRIDGE MN)
CT
10/01/2020 - 05/15/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Farmington CT)
BOTH
Issued 05/20/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2023
Series 24 - General Securities Principal Examination
BC
Issued 03/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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