Unclaimed
Eileen McCarthy Ritter is a registered representative with Lincoln Investment and has been in the financial services industry since 1987. Eileen has experience with Legend Equities Corporation, Washington Square Securities, Inc., PMG Securities Corporation, Calton & Associates, Inc., Sentra Securities Corporation, and NWNL Management Corporation. Eileen's expertise includes portfolio management for individuals and businesses and financial planning.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
09/21/2017 - Present
Lincoln Investment (BELLEVIEW FL)
FL
06/30/2003 - 01/03/2017
LEGEND EQUITIES CORPORATION (BELLEVIEW FL)
CT
01/03/2002 - 06/30/2003
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IL
01/02/2001 - 12/31/2001
PMG SECURITIES CORPORATION (ELGIN IL)
FL
05/30/1996 - 12/20/2000
CALTON & ASSOCIATES, INC. (TAMPA FL)
AZ
05/21/1991 - 07/24/1996
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CT
06/24/1987 - 12/31/1990
NWNL MANAGEMENT CORPORATION (WINDSOR CT)
BOTH
Issued 02/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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