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RS

Rita M. Silva

KESTRA INVESTMENT SERVICES
St. Charles, IL 60174
CRD#: 4359355
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RS
Rita M. SilvaKESTRA INVESTMENT SERVICES

Professional summary


Rita M. Silva, who also goes by Rita M. Martinez, Rita Renee Martinez, is a registered financial professional currently at KESTRA INVESTMENT SERVICES, LLC located in St. Charles, Illinois.

Rita is registered as a RR (Registered Representative) and started their career in finance in 2001. Rita has worked at 4 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rita M. Martinez | Rita Renee Martinez

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Rita M. Silva's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

June 2, 2026 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 606 Riverside Ave, St. Charles, IL 60174
BD
CRD#: 42046
St. Charles, IL
Past

February 27, 2018 - June 3, 2026

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
Saint Charles, IL
Past

June 18, 2008 - February 16, 2018

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
ST. CHARLES, IL
Past

February 7, 2008 - May 1, 2008

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
ST CHARLES, IL
Past

June 19, 2001 - January 31, 2008

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
ST. CHARLES, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(6/2/2026)

Exams


State Security Law Exam
RR
Series 63
Date: 1/17/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


KI
KESTRA INVESTMENT SERVICES, LLC
KESTRA INVESTMENT SERVICES, LLC | PARTNERS SECURITIES, INC. | NFP SECURITIES, INC. | NFP SECIRITIES, INC. | NFP ADVISOR SERVICES, LLC | NFP ADVISOR SERVICES

CRD#: 42046 / SEC#: , 8-49672

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
5707 Southwest Parkway 2-125, Austin, TX 78746
Mailing Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Phone number
(844) 553-7872
Established
Texas since 09/01/2014
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
KESTRA FINANCIAL, INCSOLE MEMBER
AMORE, JOHN VINCENTPRESIDENT5430932
CHESTER, KRISTEN LAWLESSCHIEF OPERATING OFFICER, EXECUTIVE VICE PRESIDENT6896952
KANT, VINAYCHIEF DIGITAL TECHNOLOGY OFFICER7976827
PEDLOW, MICHAEL ROSSCHIEF COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT4871563
POER, JAMES LYNNCHIEF EXECUTIVE OFFICER1983357
SCHOENBECK, MARK PAULEXECUTIVE VICE PRESIDENT2625829
YIN, YINCONTROLLER3219513
ZEGERS, SCOTT MATTHEWCHIEF FINANCIAL OFFICER4831659

Disclosures


Regulatory Event14
Arbitration2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046St. Charles, IL 60174

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