Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rita? Claim Your ProfileRita Papa is a financial advisor at Ameriprise Financial Services, LLC, located in Peoria, AZ. Rita has been working in the financial services industry since 1998, and has extensive experience in the field. Rita holds the Series 7, Series 63, and Series 66 licenses, as well as the SIE exam. Rita is a registered representative with FINRA and is licensed to sell securities in Arizona. Rita specializes in financial planning, portfolio management, and asset allocation services for individuals, businesses, and institutions.
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.
Asset allocation services
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
AZ
04/09/2024 - Present
Ameriprise Financial Services, LLC (Peoria AZ)
AZ
07/11/2014 - 04/09/2024
MORGAN STANLEY (Scottsdale AZ)
WI
09/26/2007 - 07/03/2014
RBC CAPITAL MARKETS, LLC (APPLETON WI)
WI
08/12/2006 - 10/02/2007
UBS FINANCIAL SERVICES INC. (MILWAUKEE WI)
WI
05/02/2006 - 08/12/2006
PIPER JAFFRAY & CO. (MILWAUKEE WI)
IL
03/19/1998 - 05/01/2006
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
BC
Issued 02/16/2012
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/27/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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