Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rishannon? Claim Your ProfileRishannon Rizzo is a financial professional with over 10 years of experience in the industry. Rishannon is currently registered with MML Investors Services, LLC and has been with the firm since 2017. Rishannon has also held previous positions with firms such as ALLY INVEST SECURITIES LLC, WELLS FARGO CLEARING SERVICES, LLC, MSI FINANCIAL SERVICES, INC., METLIFE INVESTORS DISTRIBUTION COMPANY, METLIFE SECURITIES, INC, NEW ENGLAND SECURITIES, WELLS FARGO ADVISORS, LLC, and VANGUARD MARKETING CORPORATION. Rishannon holds the Series 7, Series 63, and Series 24 licenses. Rishannon has a diverse background and is committed to providing personalized financial advice to individuals and businesses.
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 programs
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.
Solicitors fees
1
2
MA
08/10/2022 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
NC
10/15/2020 - 08/04/2022
ALLY INVEST SECURITIES LLC (Charlotte NC)
NC
09/30/2019 - 09/15/2020
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
03/25/2017 - 06/04/2019
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
08/18/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NY
06/30/2016 - 07/12/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
NC
04/25/2014 - 06/30/2016
METLIFE SECURITIES, INC (CHARLOTTE NC)
NC
04/25/2014 - 01/02/2015
NEW ENGLAND SECURITIES (CHARLOTTE NC)
NC
01/26/2012 - 04/08/2014
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NC
07/08/2011 - 01/25/2012
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 06/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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