Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rita? Claim Your ProfileRita Jane Zapata is a financial advisor with over 30 years of experience in the industry. Rita is currently registered with Osaic Wealth, Inc. in Hillsboro, OR. Previously, Rita was a registered representative with SAGEPOINT FINANCIAL, INC. in Hillsboro, OR and SUNAMERICA SECURITIES, INC. in Phoenix, AZ. Rita is a highly qualified advisor with a broad range of experience and expertise. Rita holds a number of licenses and certifications including Series 6, Series 7, Series 24, Series 53, and Series 63. Rita is committed to providing her clients with personalized financial advice and guidance.
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.
1
2
OR
09/01/2023 - Present
Osaic Wealth, Inc. (HILLSBORO OR)
OR
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (HILLSBORO OR)
AZ
04/04/1995 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
05/26/1993 - 04/10/1995
WESTMARK SECURITIES, INC.
WI
03/13/1992 - 05/21/1993
INVEST FINANCIAL CORPORATION (APPLETON WI)
VA
02/15/1989 - 02/25/1992
GNA SECURITIES, INC. (GLEN ALLEN VA)
IA
Issued 10/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/03/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/13/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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