Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rita? Claim Your ProfileRita Reuland Brown has been a registered investment advisor for nearly 30 years, having entered the industry in 1994. Rita is currently registered with SPC in Mount Prospect, IL. Rita holds the Series 6, 7, 63, and 65 licenses. Rita is also a Certified Financial Planner. Rita has experience working with a wide range of clients, including individuals, corporations, pension and profit-sharing plans, and charitable organizations. Rita offers a variety of financial planning and advisory services. Rita also provides educational seminars and consultation services to clients.
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.
Consultation 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.
Seminar attendance fees
1
2
IL
04/26/2002 - Present
SPC (Mount Prospect IL)
NY
05/13/1994 - 03/05/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 08/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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