Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rita? Claim Your ProfileRita Lessard is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Rita has been in the industry for over 20 years and has experience with various firms including Morgan Stanley and Merrill Lynch. Rita is registered to offer securities and investment advisory services in Colorado, Louisiana and Texas. Rita holds Series 66, Series 9, Series 10 and Series 7 licenses.
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.
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.
Investment consulting services to institutional clients
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.
1
2
LA
07/14/2022 - Present
Wells Fargo Advisors Financial Network, LLC (BATON ROUGE LA)
LA
09/15/2017 - 07/14/2022
WELLS FARGO CLEARING SERVICES, LLC (BATON ROUGE LA)
LA
04/09/2010 - 09/14/2017
MORGAN STANLEY (BATON ROUGE LA)
LA
11/05/2007 - 04/05/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BATON ROUGE LA)
LA
04/02/2007 - 10/25/2007
MORGAN STANLEY & CO., INCORPORATED (BATON ROUGE LA)
LA
07/20/2001 - 04/02/2007
MORGAN STANLEY DW INC. (BATON ROUGE LA)
BOTH
Issued 12/17/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/11/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Rita Lessard is the right advisor for you? Invested Better is here to help.
