Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ritas? Claim Your ProfileRitas Rose Smith is a financial advisor who has been in the industry since 1989. Ritas is registered with Osaic Wealth, Inc. and has a strong history of working with individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Ritas has experience working with several firms throughout her career including Securities America, Inc., National Planning Corporation, Associated Securities Corp., FSC Securities Corporation, and Equity Programs Corporation. Ritas is passionate about providing financial advice to her clients. Ritas is also a tax preparer and has a strong understanding of tax laws and regulations. Ritas is a valuable resource for clients looking for comprehensive financial advice.
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
CA
06/14/2024 - Present
Osaic Wealth, Inc. (Torrance CA)
CA
10/16/2017 - 06/14/2024
SECURITIES AMERICA, INC. (Torrance CA)
CA
08/14/2009 - 10/24/2017
NATIONAL PLANNING CORPORATION (TORRANCE CA)
CA
02/11/2000 - 08/18/2009
ASSOCIATED SECURITIES CORP. (TORRANCE CA)
GA
11/11/1992 - 06/12/2000
FSC SECURITIES CORPORATION (ATLANTA GA)
CA
12/19/1989 - 11/16/1992
EQUITY PROGRAMS CORPORATION (SAN DIEGO CA)
BOTH
Issued 06/03/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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