Unclaimed
Rizek Housari is a Certified Financial Planner® with over five years of experience in the financial services industry. Rizek is currently registered with NFP Retirement Inc. and has a Series 65 license. Rizek specializes in providing financial planning and investment management services to individuals and businesses. Rizek has experience working with a wide range of clients, including high-net-worth individuals and retirement 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Research reports on 401(k) plans / diligence on investment lineups
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
UT
11/21/2023 - Present
NFP Retirement Inc. (South Jordan UT)
IA
Issued 04/06/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Rizek Housari is the right advisor for you? Invested Better is here to help.