Unclaimed
Rochelle Ann Truzzi is a securities professional with over two decades of experience in the financial services industry. Rochelle has held positions at several firms, including PNC Capital Markets, Inc., PNC Investments, and J.J.B. Hilliard, W.L. Lyons, Inc. Rochelle is currently registered with Arcola Securities, Inc. Rochelle is a Series 7, Series 24, and Series 63 licensed professional.
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.
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.
1
2
NY
06/08/2023 - Present
Arcola Securities, Inc. (NEW YORK NY)
AZ
11/07/2022 - 05/31/2023
ANNEXUS SECURITIES, LLC (SCOTTSDALE AZ)
PA
06/02/2015 - 06/28/2019
BPU INVESTMENT MANAGEMENT INC. (Wexford PA)
PA
06/17/2009 - 03/19/2014
CYPRESS ALTS (WARRENDALE PA)
PA
04/04/2000 - 02/15/2005
PNC CAPITAL MARKETS, INC. (PITTSBURGH PA)
PA
01/01/2004 - 01/21/2005
PNC INVESTMENTS (PITTSBURGH PA)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
02/19/1997 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
BC
Issued 06/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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