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Roberto Ricardo Rizza

Citizens Securities, Inc.

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About Roberto Ricardo Rizza

Roberto Ricardo Rizza is a financial advisor registered with Citizens Securities, Inc. and has been in the industry since 1990. Roberto is licensed to provide investment advice in several states. Roberto's firm manages assets for individuals, businesses, and high net worth individuals. The firm also offers financial planning services, and helps clients select other advisors.

Firm Information

Roberto Rizza is currently registered with Citizens Securities, Inc.. Citizens Securities, Inc. is a corporation headquartered in Johnston, Rhode Island, and was formed on September 21, 1995. The firm manages approximately $1 billion to $10 billion in assets and provides financial planning, portfolio management for individuals and selection of other advisors. They also participate in a wrap fee program. The firm has regulatory assets under management of $9.19 billion in 53,044 accounts. Citizens Securities is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.
Citizens Securities, Inc.

ONE CITIZENS BANK WAY

JOHNSTON, RI 02043

$9.19B

Assets Under Management

53,044

Total Clients

788

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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participate in wrap fee program

Participate in wrap fee program

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Roberto Rizza’s Registration & Firm History

MI

09/20/2024 - Present

Citizens Securities, Inc. (SHELBY TOWNSHIP MI)

MI

04/30/2013 - 08/21/2015

CUSO FINANCIAL SERVICES, L.P. (ROSEVILLE MI)

MI

07/12/2012 - 04/29/2013

L.M. KOHN & COMPANY (TROY MI)

MI

01/03/2012 - 07/18/2012

LEONARD & COMPANY (TROY MI)

MI

07/15/2008 - 01/17/2012

WELLS FARGO ADVISORS, LLC (CLINTON TOWNSHIP MI)

MI

06/21/2005 - 07/31/2006

IFMG SECURITIES, INC. (FLINT MI)

NY

01/01/1999 - 09/08/2003

OPPENHEIMER & CO. INC. (NEW YORK NY)

MI

04/25/1988 - 01/01/1999

FIRST OF MICHIGAN CORPORATION (DETROIT MI)

NA

09/26/1986 - 02/10/1988

OLDE DISCOUNT CORPORATION

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Licenses & Designations

BOTH

Issued 07/25/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/17/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/13/1987

Series 4 - Registered Options Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 01/10/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 09/20/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Roberto Ricardo Rizza.
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