Roberto Rizza, financial advisor Warren MI
93 score

Roberto Rizza

CRD Number: 1375605
Current Firm: Citizens Securities, Inc.

Roberto Rizza (CRD# 1375605) is an Investment Advisor Representative working at Citizens Securities, Inc. in Warren, MI and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens Securities, Inc. Troy, MI Aug 2015 - Current 1
Cuso Financial Services, LP Roseville, MI Apr 2013 - Aug 2015 2
Christian Financial Credit Union Roseville, MI Apr 2013 - Aug 2015 2
L.m. Kohn & Company Cincinnati, OH Jul 2012 - Apr 2013 < 1
Leonard & Company Troy, MI Dec 2011 - Jul 2012 < 1
Wells Fargo Advisors LLC Clinton Township, MI May 2009 - Dec 2011 2
Wachovia Securities Clinton Township, MI Jul 2008 - May 2009 < 1
Citizens Bank Wealth Mgmt. Flint, MI Oct 2003 - Jul 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1986
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Roberto R. Rizza
Phone Number: 1-800-942-8300
Registered State(s):
  • FL
  • MI
By the Numbers
  • Total Assets Under Management
    27,379
    MILLIONS
  • Total Number of Accounts
    19,253
    ACCOUNTS
  • Average Account Value
    $1,422,068
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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