Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rita? Claim Your ProfileRita Maher is a financial advisor working at Stratos Wealth Partners, Ltd. in Beachwood, OH. Rita has been working in the industry since 2007 and holds Series 6, 7 and SIE licenses. Rita provides financial advice to clients such as high-net-worth individuals, corporations and other businesses, individuals other than high-net-worth, charitable organizations, insurance companies, banking or thrift institutions, and pension and profit sharing plans.
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.
Percentage of assets under management with third party managers
1
2
OH
02/27/2012 - Present
Stratos Wealth Partners, Ltd. (BEACHWOOD OH)
OH
09/07/2007 - 05/23/2011
THE HUNTINGTON INVESTMENT COMPANY (CONCORD OH)
OH
02/14/2007 - 08/30/2007
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
BC
Issued 03/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/13/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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