Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Rizzo is a financial advisor with over 29 years of experience in the financial services industry. Paul is currently registered with Cetera Investment Advisers LLC in Arizona and Texas. Paul provides a variety of financial services, including financial planning, portfolio management, and educational seminars. Paul has a strong commitment to helping clients achieve their financial goals and is dedicated to providing personalized service. Prior to Cetera, Paul was employed at Wachovia Securities Financial Network, LLC and Morgan Stanley DW Inc.
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.
A percentage of the total value of assets under management is charged.
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AZ
03/21/2024 - Present
Cetera Investment Advisers LLC (SCOTTSDALE AZ)
AZ
03/24/2005 - 05/01/2007
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (SCOTTSDALE AZ)
NY
06/22/1994 - 03/28/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 4/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/20/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/30/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 6/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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