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Amy R Rehn

Cetera Investment Advisers LLC

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About Amy R Rehn

Amy Rehn is a financial advisor with Cetera Investment Advisers LLC in Lawrenceville, GA. Amy has been in the financial services industry since 2009. Amy specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Amy is registered with the state of Georgia as both a Registered Representative and an Investment Advisor Representative. Amy has passed the Series 7, Series 65, Series 66 and the SIE exams. Amy is also a board member for a charitable organization in the Buford, GA area.

Firm Information

Amy Rehn is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Amy Rehn’s Registration & Firm History

GA

04/29/2024 - Present

Cetera Investment Advisers LLC (Lawrenceville GA)

GA

04/22/2009 - 04/01/2024

TRIAD ADVISORS LLC (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 6/5/2015

Series 66 - Uniform Combined State Law Examination

IA

Issued 6/17/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 1/2/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 4/21/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amy R Rehn.
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