Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rita? Claim Your ProfileRita Fultz is a registered representative with Stifel, Nicolaus & Company, Inc. Rita has been in the securities industry since April 1996. Rita's office is located in CROWN POINT, IN and provides financial planning services to a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Rita is licensed to sell securities in several states, including Indiana, Texas, California, and Florida. Rita has passed both the General Securities Representative Examination (Series 7) and the Uniform Combined State Law Examination (Series 66). Prior to joining Stifel, Nicolaus & Company, Inc., Rita was employed by WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
03/19/2020 - Present
Stifel, Nicolaus & Company, Inc. (CROWN POINT IN)
IN
01/01/2008 - 06/05/2009
WELLS FARGO ADVISORS, LLC (CHESTERTON IN)
IN
04/10/1996 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHESTERTON IN)
BOTH
Issued 08/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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