Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rita? Claim Your ProfileRita MacQuarrie is a financial advisor who has been working in the industry since 1987. She is currently registered with Morgan Stanley, where she has been employed since May 2017. Prior to that, Rita worked for RBC CAPITAL MARKETS, LLC from 2005 to 2017. Rita is a Series 7, Series 63, and SIE licensed representative and is registered in 31 states.
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
WA
05/22/2017 - Present
Morgan Stanley (Vancouver WA)
OR
06/03/2005 - 06/06/2017
RBC CAPITAL MARKETS, LLC (PORTLAND OR)
MN
02/01/1996 - 06/07/2005
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
NY
02/21/1995 - 02/09/1996
SMITH BARNEY INC. (NEW YORK NY)
MN
09/24/1987 - 01/31/1995
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
BC
Issued 07/20/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
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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