Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Serena? Claim Your ProfileSerena Rizzo is an investment advisor representative with Ally Invest Advisors. Serena has been in the financial services industry since May 12, 2000. She has been registered with Ally Invest Advisors since October 12, 2021. Prior to that, Serena was employed by Stifel, Nicolaus & Company, Incorporated and Cetera Advisor Networks LLC. Serena holds Series 7, Series 24, and Series 66 licenses and is registered in all 50 states plus the District of Columbia and Puerto Rico.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
NM
10/12/2021 - Present
Ally Invest Advisors (Albuquerque NM)
GA
06/26/2018 - 06/24/2021
STIFEL, NICOLAUS & COMPANY, INCORPORATED (SAVANNAH GA)
NM
04/10/2000 - 06/27/2018
CETERA ADVISOR NETWORKS LLC (ALBUQUERQUE NM)
BOTH
Issued 07/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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