Unclaimed
Ryan Ritarita is a financial professional with over 20 years of experience in the industry. Ryan is currently registered with LPL Financial LLC and has held a Series 7, Series 9 and Series 63 licenses. Ryan has a diverse background having previously worked at TD Ameritrade, Inc. Ryan is a specialist in providing a wide range of investment services including financial planning, portfolio management, and consulting.
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.
Consulting and other non-discretionary advisory services
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
CA
03/11/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
12/21/2000 - 07/03/2007
TD AMERITRADE, INC. (SAN DIEGO CA)
BC
Issued 12/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/11/2024
Series 99TO - Operations Professional Examination
BC
Issued 01/26/2024
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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