Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rita? Claim Your ProfileRita Mary Latnhotha is an investment advisor representative with Creative Planning, LLC. Rita Mary Latnhotha has been in the industry for 20 years and has a wide range of experience. Rita Mary Latnhotha has a strong background in financial planning, pension consulting, and portfolio management. Rita Mary Latnhotha works with a variety of clients, including individuals, families, businesses, and retirement plans. Rita Mary Latnhotha holds the Series 6, Series 7, and Series 66 licenses. Rita Mary Latnhotha previously worked at MESIROW FINANCIAL, INC. and PRINCIPAL SECURITIES, INC.
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.
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2
IL
10/09/2023 - Present
Creative Planning (Oakbrook Terrace IL)
IL
11/28/2017 - 09/29/2023
MESIROW FINANCIAL, INC. (CHICAGO IL)
IL
10/04/2012 - 11/14/2017
PRINCIPAL SECURITIES, INC. (DOWNERS GROVE IL)
IA
08/11/2004 - 12/31/2009
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 06/27/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/10/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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