Joseph Rizza JrCRD Number: 3023997
Current Firm: Wells Fargo Clearing Services, LLC
Joseph Rizza Jr (CRD# 3023997) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Miramar Beach, FL and has over 22 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Wells Fargo Clearing Services, LLC||Destin, FL||Nov 2016 - Current||5|
|Wells Fargo Advisors LLC||Destin, FL||May 2009 - Nov 2016||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 1999|
Total Assets Under Management647,796MILLIONS
Total Number of Accounts1,477,661ACCOUNTS
Average Account Value$438,393
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY
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