Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rita? Claim Your ProfileRita Wilczek is a financial advisor with Harbour Investments, Inc. Rita has been in the industry since 1978. Rita is licensed in Minnesota and also has a Series 7, Series 63, and SIE licenses. Rita holds the Chartered Financial Consultant designation and has experience with a variety of clients, including individuals, high-net-worth individuals, corporations and businesses, pension and profit-sharing plans, and charitable organizations. Rita also owns and operates Rita Wilczek, Inc., an independent insurance agency.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
11/03/2017 - Present
Harbour Investments, Inc. (ST LOUIS PARK MN)
TX
01/16/1998 - 10/16/2001
NFP SECURITIES, INC. (AUSTIN TX)
MN
01/05/1995 - 01/22/1998
FORTIS INVESTORS, INC. (OAKDALE MN)
MN
04/25/1988 - 01/10/1995
ASKAR CORP. (BLOOMINGTON MN)
NA
08/22/1984 - 05/04/1988
INTEGRATED RESOURCES EQUITY CORPORATION
NA
02/08/1984 - 08/07/1984
MANEQUITY, INC.
NA
07/03/1978 - 02/10/1984
NWNL MANAGEMENT CORPORATION
BC
Issued 07/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
BC
Issued 06/22/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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