Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ritu? Claim Your ProfileRitu Bhayana is a financial advisor with Steward Partners Investment Advisory, LLC. Ritu has been in the financial services industry since 2000. Ritu specializes in providing financial planning and portfolio management services to individuals, families, businesses, and charitable organizations. Ritu is licensed to provide investment advisory services in 29 states and the District of Columbia.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
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NJ
06/21/2023 - Present
Steward Partners Investment Advisory, LLC (RAMSEY NJ)
NJ
10/01/2000 - 06/21/2023
WELLS FARGO CLEARING SERVICES, LLC (TENAFLY NJ)
NC
03/24/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
PA
01/25/2000 - 02/15/2000
PNC BROKERAGE CORP (PITTSBURGH PA)
BOTH
Issued 4/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/7/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/21/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/22/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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