Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brianna? Claim Your ProfileBrianna Widrick Ritz is a financial advisor with over 10 years of experience in the industry. Brianna is currently registered with Rockefeller Financial LLC and Rockefeller Capital Management in both Ohio and Texas. Brianna is a Series 66, Series 7, Series 3 and Series 30 licensed professional, and has provided financial advice to a diverse range of clients, including high-net-worth individuals, businesses, corporations, and charitable organizations.
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.
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
OH
07/26/2021 - Present
Rockefeller Financial LLC (Cincinnati OH)
OH
01/04/2021 - 07/22/2021
GOLDMAN SACHS & CO. LLC (CINCINNATI OH)
OH
02/09/2011 - 01/04/2021
MERCER ALLIED COMPANY, L.P. (CINCINNATI OH)
BOTH
Issued 06/20/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2020
Series 30 - NFA Branch Manager Examination
BC
Issued 12/04/2020
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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