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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 Anne Craig is a financial advisor at The Colony Group, LLC, a firm with offices in Boston, MA, and Kansas City, MO. Rebecca has been working in the financial services industry since 2012. Her current registration is with the state of Missouri, and she is a Certified Financial Planner. Previously, Rebecca was with MML Investors Services, LLC, and Park Avenue Securities LLC, both in Missouri. Rebecca has worked with a variety of clients, including individuals, families, corporations, and charitable organizations. Her specialties include financial planning, portfolio management, and insurance solutions.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
MO
07/01/2024 - Present
THE Colony Group, LLC (KANSAS CITY MO)
MO
12/09/2015 - 04/26/2019
MML INVESTORS SERVICES, LLC (Chesterfield MO)
MO
04/22/2013 - 08/03/2015
PARK AVENUE SECURITIES LLC (TOWN AND COUNTRY MO)
IA
Issued 11/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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