Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rita? Claim Your ProfileRita Margarita Castro is a financial advisor with Ameriprise Financial Services, LLC. Rita is a certified financial planner and has been working in the financial industry since 1992. Rita has a Series 7 and Series 63 license and is registered to provide investment advice in 19 states and Washington, DC. She has previous experience with IDS Life Insurance Company, Compass Brokerage, Inc., Meredith, Martin & Kaye Incorporated, Smith Barney, Harris Upham & Co., Incorporated and Lehman Brothers Inc.. Rita is passionate about helping clients reach their financial goals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
FL
02/14/1997 - Present
Ameriprise Financial Services, LLC (JACKSONVILLE FL)
MN
02/06/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
AL
07/26/1996 - 07/02/1997
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
NY
09/24/1992 - 08/18/1995
MEREDITH, MARTIN & KAYE INCORPORATED (NEW YORK NY)
NY
08/28/1991 - 08/03/1992
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NY
02/08/1991 - 07/29/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 03/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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