Unclaimed
Rebecca Ann Young is a financial professional with over 10 years of experience in the industry. She currently works at Packerland Brokerage Services, Inc. in Green Bay, WI. Rebecca specializes in providing financial advice to individuals and businesses. Rebecca is a Series 28, SIE and Series 99 licensed professional.
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.
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
WI
12/08/2012 - Present
Packerland Brokerage Services, Inc. (GREEN BAY WI)
BC
Issued 10/27/2014
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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