Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rita? Claim Your ProfileRita Jerra Chehoeva-head is an investment advisor representative at Edelman Financial Engines. Rita Jerra Chehoeva-head has been in the financial services industry since 2002. Rita Jerra Chehoeva-head has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Rita Jerra Chehoeva-head is a graduate of [you can insert the university name here, if available] and holds the following licenses and certifications: Series 6, Series 7, Series 63, and Series 66. Rita Jerra Chehoeva-head is also a member of [you can insert the association names here, if available]. Rita Jerra Chehoeva-head is committed to providing her clients with the highest level of service and personalized financial advice.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
VA
11/01/2018 - Present
Edelman Financial Engines (FAIRFAX VA)
VA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (TYSONS CORNER VA)
VA
03/04/2016 - 04/22/2016
SANDERS MORRIS HARRIS LLC (TYSONS CORNER VA)
VA
05/29/2014 - 03/16/2016
MORGAN STANLEY (MCLEAN VA)
MD
01/11/2002 - 05/22/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (BETHESDA MD)
BOTH
Issued 05/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2014
Series 7 - General Securities Representative Examination
BC
Issued 01/10/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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