Unclaimed
Rita Patel is a registered representative with Nylife Securities LLC and has been in the industry since February 7, 2022. Rita holds the Series 63, Series 6TO, and SIE licenses. Rita is registered in California and is currently active in the state.
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.
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2
CA
02/07/2022 - Present
Nylife Securities LLC (SAN JOSE CA)
BC
Issued 03/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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