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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Robert Ritter is a financial advisor with Osaic Wealth, Inc. located in INDIANAPOLIS, IN. Jeffrey Ritter has been in the industry since 1989. Jeffrey Ritter is registered to provide investment advice in Indiana, Florida, Michigan and Ohio. Jeffrey Ritter is also a Registered Representative of Signator Investors, Inc. and has been associated with this firm since 1989. Jeffrey Ritter provides financial planning, pension consulting, educational seminars and other financial services.
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.
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.
1
2
IN
11/02/2018 - Present
Osaic Wealth, Inc. (INDIANAPOLIS IN)
IN
01/04/1990 - 11/02/2018
SIGNATOR INVESTORS, INC. (INDIANAPOLIS IN)
MA
01/04/1990 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
OH
02/04/1989 - 11/18/1989
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
IA
Issued 11/29/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/09/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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