Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Leroy Rittenhouse is a registered investment advisor representative with Integrated Wealth Concepts LLC. Donald has been in the financial services industry since 1974. Donald is licensed in California and Texas. Donald's previous employers include Morgan Stanley, Citigroup Global Markets Inc., Lehman Brothers Inc., E. F. Hutton & Company Inc, Economic Research Analysts, Inc., and Multivest Securities Inc. Donald's areas of specialization include portfolio management for individuals and financial planning. Donald is also a registered representative with Series 7, Series 63, Series 65, and PC licenses.
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.
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
CA
02/03/2023 - Present
Integrated Wealth Concepts LLC (VALLEY CENTER CA)
CA
06/01/2009 - 01/28/2013
MORGAN STANLEY (CARLSBAD CA)
CA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CARLSBAD CA)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
06/23/1978 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
04/29/1977 - 03/13/1981
ECONOMIC RESEARCH ANALYSTS, INC.
NA
07/02/1974 - 02/27/1975
MULTIVEST SECURITIES INC
IA
Issued 07/20/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/1978
PC - AMEX Put and Call Exam
BC
Issued 07/15/1978
Series 7 - General Securities Representative Examination
BC
Issued 06/27/1974
Series 1 - Registered Representative Examination
Active
Inactive
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