Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Brugnara is a financial advisor with Geneos Wealth Management, Inc. Rebecca has been in the industry since 2002, holding numerous licenses and registrations in multiple states. She specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services for both businesses and 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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
MO
03/23/2021 - Present
Geneos Wealth Management, Inc. (Kirkwood MO)
MO
09/20/2019 - 03/25/2021
CETERA ADVISOR NETWORKS LLC (KIRKWOOD MO)
MO
09/10/2010 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (KIRKWOOD MO)
MO
08/10/2010 - 10/07/2010
CAMBRIDGE INVESTMENT RESEARCH, INC. (ST LOUIS MO)
MO
06/10/2003 - 08/16/2010
ONEAMERICA SECURITIES, INC. (ST LOUIS MO)
NY
03/22/2002 - 06/18/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
BC
Issued 05/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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