Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosanna? Claim Your ProfileRosanna Vizzoni is an investment advisor representative associated with Wells Fargo Clearing Services, LLC. Rosanna has over 30 years of experience in the financial industry. She is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 63, and Series 65 licenses. Rosanna is also registered with the states of Arkansas, California, Colorado, Connecticut, Delaware, Florida, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Texas, Vermont, and Virginia. Rosanna is a well-respected professional with a strong track record of success.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
1
2
NJ
09/30/2016 - Present
Wells Fargo Clearing Services, LLC (BEDMINSTER NJ)
NJ
07/21/2006 - 10/03/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLEMINGTON NJ)
NJ
10/20/2004 - 07/25/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (BRANCHBURG TOWNSHIP NJ)
NY
08/07/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
10/01/1992 - 08/07/2000
FLEET ENTERPRISES, INC. (NEW YORK NY)
NY
09/10/1992 - 09/15/1992
USLIFE EQUITY SALES CORP. (NEW YORK NY)
IA
Issued 03/08/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Rosanna Vizzoni is the right advisor for you? Invested Better is here to help.
