Serena Rizzo (CRD# 2242582) is an Investment Advisor Representative working at Ally Invest Advisors in Albuquerque, NM and has over 12 years of experience in the finance industry.
CRD# 4939910
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2376474
Cuso Financial Services
CRD# 4186264
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ally Invest Securities LLC | Charlotte, NC | Jul 2021 - Current | 2 |
| Stifel Nicolaus & Co Inc. | Savannah, GA | Jun 2018 - Jun 2021 | 3 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jan 2013 - Jun 2018 | 5 |
| Bar Financial, LLC | Albuquerque, NM | Mar 2002 - Apr 2018 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2011 |
- NM
-
Total Assets Under Management1,128MILLIONS
-
Total Number of Accounts70,547ACCOUNTS
-
Average Account Value$15,984
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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