Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Amber Perrigo is a registered representative of Osaic Institutions, Inc. in Missouri. Rebecca has been working in the financial industry for over 10 years. Rebecca is a licensed representative and holds the Series 66 license. Rebecca has experience working at various financial institutions, including MA Bank, Edward Jones, and Voya Financial Advisors. Rebecca specializes in providing financial planning, selection of other advisors, educational seminars, and portfolio management for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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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CT
10/31/2024 - Present
Osaic Institutions, Inc. (MERIDEN CT)
Active
Inactive
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