Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rita? Claim Your ProfileRita Robbins is a financial advisor with over 38 years of experience in the financial services industry. Rita Robbins is currently registered with Osaic Wealth, Inc. and has been registered with the firm since March 2004. Rita Robbins has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Rita Robbins is also a registered principal with Osaic Wealth, Inc. and has a strong understanding of the regulatory environment. Rita Robbins is committed to providing her clients with the highest quality financial advice and service.
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
NY
01/03/2025 - Present
Osaic Wealth, Inc. (NEW YORK NY)
MI
08/15/2006 - 05/03/2007
INVESCOR WHOLESALE BD, INC. (BLOOMFIELD HILLS MI)
CT
04/13/1994 - 03/03/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
NJ
05/08/1984 - 01/31/1994
LORD, ABBETT & CO. (JERSEY CITY NJ)
IA
Issued 05/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/25/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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