Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greta? Claim Your ProfileGreta Ritchie is a registered investment advisor representative with State Farm Investment Management Corp. Greta has been in the financial industry since 2006 and holds both Series 6 and Series 65 licenses. In addition to her advisory role, Greta owns and operates Greta Ritchie's Insurance Agency, which is also located in Omaha, Nebraska. Greta's primary area of focus is providing investment advisory services to individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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NE
12/08/2021 - Present
State Farm Investment Management Corp. (Omaha NE)
IA
Issued 11/20/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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