Unclaimed
Rita M.g. Hillman is a financial advisor with J.p. Morgan Securities LLC. Rita has been in the financial services industry since 1999. Rita holds the Series 6, 7, SIE and Series 99TO licenses. Rita specializes in a variety of services including Portfolio management for Individuals and Businesses, Financial planning, Pension consulting, and Selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
NY
08/06/2022 - Present
J.p. Morgan Securities LLC (New York NY)
IL
12/07/1999 - 10/13/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 08/06/2022
Series 99TO - Operations Professional Examination
BC
Issued 05/28/2022
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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