Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Rizzi is a financial advisor with Mission Wealth Management, LP in Greensboro, North Carolina. Susan has over 18 years of experience in the financial services industry. Susan is a Certified Financial Planner and holds the Series 66, Series 7 and SIE licenses. Before joining Mission Wealth Management, Susan worked at CETERA ADVISOR NETWORKS LLC, ROYAL ALLIANCE ASSOCIATES, INC., and AXA ADVISORS, LLC. Susan specializes in providing financial planning, portfolio management and family wealth management services to individuals, families and businesses.
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.
Family wealth management
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.
A percentage of the total value of assets under management is charged.
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NC
10/04/2022 - Present
Mission Wealth Management, LP (GREENSBORO NC)
NC
12/14/2011 - 10/05/2022
CETERA ADVISOR NETWORKS LLC (GREENSBORO NC)
NC
10/20/2005 - 12/05/2011
ROYAL ALLIANCE ASSOCIATES, INC. (GREENSBORO NC)
NY
05/12/2004 - 09/27/2005
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 07/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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