Patrice Rizzo

Current Employers

Employment History

• 05/2026 → Present
  Kestra Investment Services, Llc
  Freehold, NJ
• 05/2026 → Present
  Kestra Advisory Services Llc
  Freehold , NJ
• 07/2016 → 11/2021
  Amazon
  Carteret, NJ
• 12/2021 → 05/2022
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 03/2022 → 01/2023
  Northwestern Mutual Investment Services Llc
  Annandale, NJ
• 03/2023 → 01/2024
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 03/2024 → 10/2024
  Bda1, Llc
  Annandale, NJ
• 11/2024 → 05/2026
  Commonwealth Financial Network
  Waltham, MA
• 11/2024 → 05/2026
  Arkhitekton Financial Group
  Freehold, NJ

Previous Registrations

• 2025-02-21 → 2026-05-21
  Commonwealth Financial Network
  Freehold, NJ

Other Businesses

Name: ARKHITEKTON LLC POSITION: Assistant NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/11/2024 ADDRESS: 100 Willow Brook Rd, Suite 250, Freehold NJ 07728, United States DESCRIPTION: I see clients, help with the initial fact finding meeting, prepare financial plans as well as morningstar research, and generate recommendations based on that information. I will use Ash Brokerage to request life or disability insurance quotes for the client. After closing I will prepare applications and oversee the follow up. For existing clients I will run morningstar reports, answer questions, service their accounts- like adding or adjusting PIP information. I will complete other tasks as requested by other advisors on the team. Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/20/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: FIXED INSURANCE POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 11/11/2024 ADDRESS: 100 Willow Brook Road, Suite 250, Freehold NJ 07747, United States DESCRIPTION: I will request quotes for life, di, or LTC when I see a gap in the financial plan. I will recommend and educate clients on the reason for the recommendation and the underwriting process. I assist in communication between underwriters and clients and help the client accept the policy. I will do the same for fixed annuities.

Exams

• S66 Uniform Combined State Law Examination
  2025-01-29
• S63 Uniform Securities Agent State Law Examination
  2022-06-06

Designations

Other Names

• Patty Mahoney
• Patrice Mahoney
• Patrice Rizzo
• Patty Rizzo