Paul Rizzio (CRD# 6626632) is an Investment Advisor Representative working at Efs Advisors in Cambridge, MN and has 1 year of experience in the finance industry.
CRD# 1873767
Ameriprise Financial Services, LLC
CRD# 1011858
Cetera Investment Advisers LLC
CRD# 5440869
Gradient Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Advanced Advisor Group | Cambridge, MN | May 2023 - Current | 1 |
Cambridge Investment Research Advisors Inc. | Fairfield, IA | Jun 2022 - May 2023 | < 1 |
Cambridge Investment Research, Inc. | Fairfield, IA | Aug 2020 - May 2023 | 2 |
Cambridge Investment Research, Inc. | Fairfield, IA | Nov 2018 - May 2023 | 4 |
Ohanesian / Lecours Inc. | West Hartford, CT | Jul 2018 - May 2023 | 4 |
Etter Engineering Company, Inc. | Bristol, CT | Oct 2016 - Jul 2018 | 1 |
Rose Garden Ice Arena | Norwich, CT | Sep 2016 - May 2017 | < 1 |
Champions Skating Center | Cromwell, CT | Sep 2016 - May 2017 | < 1 |
Ohanesian / Lecours Inc. | West Hartford, CT | Jul 2015 - Oct 2016 | 1 |
Newington Ice Arena | Newington, CT | Sep 2011 - Jul 2015 | 3 |
Full Time Education | Wethersfield, CT | Sep 2007 - Jun 2014 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- MN
-
Total Assets Under Management2,039MILLIONS
-
Total Number of Accounts29,019ACCOUNTS
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Average Account Value$70,267
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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