Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rita? Claim Your ProfileRita Teresa Van schoiack is a financial advisor with Cetera Investment Advisers LLC. Rita is a registered representative with FINRA and an investment adviser representative with the state of Oregon. Rita has been in the financial services industry since March 17, 1994. Rita works with individuals, families, and businesses to help them reach their financial goals. Rita provides financial planning, portfolio management, and other advisory services. Rita is also licensed to sell insurance products. Rita is committed to providing her clients with personalized financial advice and services.
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.
1
2
OR
03/21/2024 - Present
Cetera Investment Advisers LLC (HEPPNER OR)
WA
04/21/2006 - 09/26/2008
PRIMEVEST FINANCIAL SERVICES, INC. (KENNEWICK WA)
MT
11/03/2003 - 04/06/2004
D.A. DAVIDSON & CO. (GREAT FALLS MT)
MN
09/03/1997 - 03/25/2003
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
04/30/2002 - 03/10/2003
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
OR
10/19/1990 - 09/03/1997
U.S. BANCORP SECURITIES (PORTLAND OR)
IA
Issued 3/19/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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