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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Burchill is a financial advisor with over 20 years of experience in the industry. Rebecca is registered with Valmark Advisers, Inc. Rebecca is a Chartered Financial Consultant and holds Series 6 and Series 63 licenses. Rebecca has a strong background in financial planning, portfolio management, and investment consulting. Rebecca is committed to providing personalized financial advice to help clients achieve their financial goals. Rebecca has experience working with a wide range of clients, including high-net-worth individuals, families, businesses, and retirement plans. Rebecca is passionate about helping clients understand their financial options and make informed decisions. Rebecca has experience with investment companies, charitable organizations, and pension and profit-sharing plans. Rebecca also provides consulting services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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2
ME
10/19/2021 - Present
Valmark Advisers, Inc. (Falmouth ME)
CT
01/31/2001 - 09/17/2001
BANNON, OHANESIAN & LECOURS, INC. (WEST HARTFORD CT)
CT
12/16/1996 - 12/31/1999
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BC
Issued 02/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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