Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Rizzo is a financial advisor at LPL Financial LLC with over 20 years of experience. Robert has a history of working at established financial institutions like A.G. Edwards & Sons, Inc. and Citigroup Global Markets Inc. He is registered in multiple states, including New York, Texas, California, Colorado, Florida and many others. Robert is focused on serving a broad range of clients, including high net worth individuals, corporations 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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
12/01/2023 - Present
LPL Financial LLC (PITTSFORD NY)
NY
01/01/2008 - 12/08/2023
WELLS FARGO CLEARING SERVICES, LLC (PITTSFORD NY)
NY
05/18/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PITTSFORD NY)
NY
04/11/2002 - 05/31/2007
CITIGROUP GLOBAL MARKETS INC. (GENEVA NY)
NY
07/09/2001 - 03/26/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/11/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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