Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rita? Claim Your ProfileRita Yeh is a financial advisor with MML Investors Services, LLC. Rita has been in the financial industry since 1999 and has a diverse background, having worked at several firms over the years. Rita holds Series 7, Series 63, and Series 65 licenses, and is registered with the state of California to provide investment advisory services. Rita specializes in providing financial planning, portfolio management, and asset allocation services to individuals, families, and businesses.
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 (NEWPORT BEACH CA)
CA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PASADENA CA)
CA
03/14/2002 - 01/02/2015
NEW ENGLAND SECURITIES (PASADENA CA)
MA
12/21/2001 - 03/27/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
CA
07/11/2001 - 11/16/2001
ETECH SECURITIES, INC. (PASADENA CA)
CA
05/25/1999 - 08/08/2001
U. S. PACIFIC FINANCIAL SERVICES, INC. (ALHAMBRA CA)
IA
Issued 05/09/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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