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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Mary Ritch is a financial advisor at Osaic Wealth, Inc. Andrea has over 38 years of experience in the financial services industry. Andrea is registered to provide investment advice in Connecticut, Florida, Massachusetts, New Hampshire, Ohio, Rhode Island and South Dakota. Andrea is also registered as a broker-dealer in Florida, Massachusetts, New Hampshire, Rhode Island and South Dakota. Andrea offers a variety of financial services, including financial planning, investment management and insurance sales. Andrea is committed to providing her clients with personalized financial advice that meets their unique needs and goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
RI
08/23/2024 - Present
Osaic Wealth, Inc. (CRANSTON RI)
RI
05/04/2006 - 08/23/2024
TRIAD ADVISORS LLC (CRANSTON RI)
CA
10/24/1996 - 04/26/2006
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
IN
04/16/1992 - 03/12/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
GA
10/09/1995 - 10/18/1996
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
06/13/1994 - 11/03/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
IN
01/30/1994 - 07/07/1994
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
NA
04/26/1991 - 04/02/1992
TRAVELERS EQUITIES SALES, INC.
CA
08/21/1985 - 04/02/1992
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
IA
Issued 12/09/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/20/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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