Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rina? Claim Your ProfileRina Mehta is a financial advisor with over 10 years of experience in the financial services industry. She is currently registered with Arvest Wealth Management, where Rina provides a range of financial advisory services to individual and institutional clients. Before joining Arvest, Rina worked at Copper Financial Network, LLC and Morgan Stanley. Rina is also active in the community and is a co-founder of Color the World, a non-profit organization that provides assistance to parentless and low-income children and young adults.
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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MO
05/16/2024 - Present
Arvest Wealth Management (JOPLIN MO)
MO
03/08/2023 - 03/21/2024
COPPER FINANCIAL (Lee's Summit MO)
IL
05/30/2018 - 04/04/2023
MORGAN STANLEY (Edwardsville IL)
BOTH
Issued 05/03/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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