Unclaimed
Anita Ritter is a financial advisor with LPL Financial LLC, a large firm with more than $50 billion in assets. Anita has been working in the financial industry since 2003 and has a wide range of experience. Anita provides financial planning, investment management, consulting and other non-discretionary advisory services. She has both a Series 66 and Series 63 license in addition to the Series 7 and SIE.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
04/10/2024 - Present
LPL Financial LLC (STURGIS MI)
MI
05/05/2011 - 04/16/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (Sturgis MI)
MI
06/17/2003 - 05/02/2011
EDWARD JONES (SCHOOLCRAFT MI)
BOTH
Issued 12/03/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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