Rita Esquenazi (CRD# 6721451) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Scarsdale, NY and has over 6 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Scarsdale, NY | May 2021 - Current | 3 |
| Charles Schwab Bank, Ssb | Scarsdale, NY | May 2021 - Current | 3 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2018 - Apr 2021 | 3 |
| Northwestern Mutual Investment Services LLC | White Plains, NY | Jul 2017 - Apr 2021 | 3 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Nov 2016 - Apr 2021 | 4 |
| Unemployed | Mount Vernon, NY | Jan 2016 - Nov 2016 | < 1 |
| Joint Distribution Committee | New York, NY | Jul 2007 - Jan 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- NY
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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