Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rita? Claim Your ProfileRita Sah is a financial professional with over 20 years of experience in the industry. Rita is currently registered with MML Investors Services, LLC and has been with the firm since March 2017. Prior to joining MML Investors Services, LLC, Rita was with MSI Financial Services, INC., and Metropolitan Life Insurance Company. Rita specializes in providing financial planning, portfolio management, and asset allocation services to individuals, businesses, and corporations. Rita is also a Registered Representative and holds the Series 6, 7, and 63 licenses as well as the SIE exam certification.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CA
03/25/2017 - Present
MML Investors Services, LLC (Los Angeles CA)
CA
11/17/2003 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WOODLAND HILLS CA)
CA
11/17/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WESTLAKE VILLAGE CA)
DE
07/23/2002 - 11/14/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MA
12/17/2001 - 02/26/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/17/2001 - 02/26/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
09/15/1997 - 05/22/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/15/1997 - 05/22/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 10/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/12/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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