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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lita? Claim Your ProfileLita L Saavedra is a financial advisor registered with Morgan Stanley and is a registered investment advisor with the state of Texas. Lita L Saavedra has been in the industry since December 20, 1992. Lita L Saavedra is currently registered in 23 states and has been working with Morgan Stanley since October 2016. Lita L Saavedra was previously registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and has a total of 23 state licenses. Lita L Saavedra specializes in investment management services for individuals, businesses, investment companies, and pension plans. Lita L Saavedra is also licensed to provide financial planning, educational seminars, and asset allocation advice.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
10/04/2016 - Present
Morgan Stanley (Houston TX)
TX
12/21/1992 - 10/05/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
BOTH
Issued 07/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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