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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorita? Claim Your ProfileJorita Ann Padfield is a financial professional with over 28 years of experience in the industry. Jorita Ann Padfield is currently registered with Cetera Investment Advisers LLC and is based in Oakhurst, CA. Jorita Ann Padfield has held previous roles with firms such as Legacy Financial Services, Inc., National Planning Corporation, WM Financial Services, Inc., Griffin Financial Services, Fimco Securities Group, Inc., and Invest Financial Corporation. Jorita Ann Padfield holds Series 6, 7, 63, and 66 licenses, and the SIE exam. Jorita Ann Padfield is currently registered with the state of Arizona, California, Florida, and Nevada. Jorita Ann Padfield offers various financial services including financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
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2
CA
03/21/2024 - Present
Cetera Investment Advisers LLC (OAKHURST CA)
CA
05/30/2007 - 07/18/2007
LEGACY FINANCIAL SERVICES, INC. (SAN DIMAS CA)
CA
10/20/1999 - 05/29/2007
NATIONAL PLANNING CORPORATION (SAN DIMAS CA)
CA
01/01/1999 - 10/11/1999
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NA
03/03/1998 - 01/01/1999
GRIFFIN FINANCIAL SERVICES
WI
05/01/1995 - 03/07/1998
FIMCO SECURITIES GROUP, INC. (PORT WASHINGTON WI)
WI
12/13/1993 - 10/27/1994
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 03/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/10/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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