Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Michael Rizzitelli is a financial advisor with LPL Financial LLC. He is licensed to provide investment advice and products in Connecticut. Samuel has been in the financial services industry since 1968. He has worked with a number of firms over the years, including SAGEPOINT FINANCIAL, INC., AMERICAN GENERAL SECURITIES INCORPORATED, and USLIFE EQUITY SALES CORP.. Samuel has a strong track record of success in helping clients achieve their financial goals. He is committed to providing personalized service and a high level of expertise to his clients.
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.
1
2
CT
04/22/2020 - Present
LPL Financial LLC (STRATFORD CT)
CT
10/31/2008 - 04/24/2020
SAGEPOINT FINANCIAL, INC. (STRATFORD CT)
CT
10/01/1997 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (STRATFORD CT)
NY
01/05/1995 - 10/01/1997
USLIFE EQUITY SALES CORP. (NEW YORK NY)
NY
03/14/1985 - 12/31/1994
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NA
05/01/1979 - 03/29/1985
USLIFE EQUITY SALES CORP.
NA
05/13/1981 - 03/15/1985
TRANSAMERICA FINANCIAL RESOURCES, INC.
NA
07/11/1975 - 05/01/1979
USLIFE EQUITY SALES CORP
NA
07/13/1971 - 08/18/1975
TRANSAMERICA FUND SALES, INC.
NA
12/23/1968 - 08/14/1971
PHOENIX EQUITY PLANNING CORPORATION
BC
Issued 08/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Samuel Rizzitelli is the right advisor for you? Invested Better is here to help.
