Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rita? Claim Your ProfileRita Lynn Rana is a financial advisor at LPL Financial LLC with over 30 years of experience in the industry. Rita has a strong track record of success in helping clients achieve their financial goals. Rita's expertise spans various financial services, including portfolio management for businesses and individuals, financial planning, and pension consulting. Rita is dedicated to providing personalized financial guidance and working closely with her clients to develop customized solutions. Prior to joining LPL Financial LLC, Rita held positions at several other firms, including Symetra Securities, Inc., Brokers International Financial Services, LLC., and MetLife Investors Distribution Company.
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.
Consulting and other non-discretionary advisory services
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
FL
08/02/2023 - Present
LPL Financial LLC (BOCA RATON FL)
WA
12/20/2019 - 12/21/2021
SYMETRA SECURITIES, INC. (BELLEVUE WA)
FL
11/06/2018 - 08/12/2019
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Delray Beach FL)
NY
02/28/2006 - 02/14/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
MA
04/08/2005 - 03/01/2006
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
TN
03/13/2002 - 03/11/2005
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
NY
04/02/1999 - 10/08/2001
DREYFUS SERVICE CORPORATION (NEW YORK NY)
NY
04/27/1998 - 03/02/1999
HD BROUS & CO., INC. (GREAT NECK NY)
TX
02/07/1997 - 02/19/1998
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
CA
06/15/1994 - 12/23/1996
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
VA
04/23/1991 - 05/21/1993
GNA SECURITIES, INC. (GLEN ALLEN VA)
TX
03/20/1990 - 04/30/1991
REDSTONE SECURITIES, INC. (DALLAS TX)
NA
03/21/1989 - 04/07/1990
DREXEL BURNHAM LAMBERT GOVERNMENT SECURITIES INC.
NY
08/23/1989 - 02/15/1990
FIRST EMPIRE SECURITIES, INC. (HAUPPAUGE NY)
NA
04/23/1986 - 03/30/1989
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 11/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2000
Series 24 - General Securities Principal Examination
BC
Issued 02/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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