Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rita? Claim Your ProfileRita Mac namara is a financial advisor with over 18 years of experience in the industry. Rita is currently registered with Osaic FA, Inc. in Illinois and has been with the firm since May 2004. Prior to joining Osaic FA, Inc., Rita was employed by THE LINCOLN NATIONAL LIFE INSURANCE COMPANY in Indiana from May 2004 to March 2006. Rita specializes in providing investment advice to a wide range of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Rita is also knowledgeable about investment products such as mutual funds, stocks, and bonds.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
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2
IL
05/27/2004 - Present
Osaic FA, Inc. (CHICAGO IL)
IN
05/27/2004 - 03/27/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 09/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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