Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rita? Claim Your ProfileRita Sweiss is a financial advisor with LPL Financial LLC and has been in the industry since 2014. Rita has a Series 6, Series 63 and SIE license. Her firm, LPL Financial LLC is a financial services company that offers a variety of products and services to individual and institutional clients. The firm specializes in financial planning, investment management, and retirement planning services. LPL Financial LLC has a regulatory asset under management of more than $463 billion dollars with over 1.9 million client accounts.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
03/24/2021 - Present
LPL Financial LLC (ORLAND PARK IL)
IL
12/20/2014 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (ORLAND PARK IL)
BC
Issued 03/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Rita Sweiss is the right advisor for you? Invested Better is here to help.
