Unclaimed
Pietro Razzino is an investment advisor representative at Ameriprise Financial Services, LLC. Pietro has been in the industry for over 35 years and holds Series 63, 65, 7, and 24 licenses. Pietro is registered with the states of Connecticut, Florida, Illinois, Massachusetts, New York, North Carolina, Ohio, Texas, and Virginia. Pietro has a diverse background and provides services to various clients including individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations.
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.
Asset allocation services
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.
1
2
CT
10/05/2006 - Present
Ameriprise Financial Services, LLC (Shelton CT)
IA
Issued 04/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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