Unclaimed
Rita Rollins is a financial professional with experience in the financial industry. Rita is currently registered with PFS Investments Inc. and previously worked at J.P. MORGAN SECURITIES LLC. Rita holds licenses for Series 63, SIE, and Series 6TO exams. Rita is able to provide financial advice to individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
12/21/2022 - Present
PFS Investments Inc. (AUSTIN TX)
TX
07/05/2019 - 01/14/2021
J.P. MORGAN SECURITIES LLC (ROUND ROCK TX)
BC
Issued 08/20/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2019
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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