Unclaimed
Rita Guido is an investment advisor representative at Credit Suisse Securities (usa) Llc, which is registered with FINRA and the SEC. Rita Guido has been in the industry since August 13, 2019. The firm has 20 clients and $805,275,346 in assets under management, and is registered with FINRA and the SEC. Rita Guido is a Series 99TO and SIE license holder.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Transaction-based fee
1
2
NY
08/14/2019 - Present
Credit Suisse Securities (usa) LLC (NEW YORK NY)
BC
Issued 08/14/2019
Series 99TO - Operations Professional Examination
BC
Issued 07/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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