Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rita? Claim Your ProfileRita Wright oujesky is a financial advisor with Raymond James & Associates, Inc. Rita has been in the financial services industry since 1987. She is registered with the state of Texas as both a broker-dealer and an investment advisor. Rita has a wide range of experience in the financial services industry, including working with individuals, businesses, and institutions. Rita has a strong commitment to providing her clients with personalized financial advice and service. She is dedicated to helping her clients achieve their financial goals. Rita is committed to helping her clients make informed financial decisions.
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.
Please see note in schedule d - miscellaneous
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
TX
02/13/2013 - Present
Raymond James & Associates, Inc. (Fort Worth TX)
TX
06/02/2009 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (FT. WORTH TX)
TX
10/17/2003 - 06/17/2009
UBS FINANCIAL SERVICES INC. (FT. WORTH TX)
NY
04/08/1992 - 10/30/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/11/1988 - 03/13/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/25/1987 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 04/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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