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 at Cetera Investment Advisers LLC, located in HEPPNER, OR. Rita has over 28 years of experience in the financial services industry. Rita is registered with the state of Oregon, Texas, and several other states. Rita specializes in financial planning, pension consulting, and portfolio management for businesses and individuals. Rita has been with Cetera Investment Advisers LLC since January 2013.
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 03/19/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Rita Van schoiack is the right advisor for you? Invested Better is here to help.
