Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Anne Dauterive is a financial advisor affiliated with Fidelity Personal And Workplace Advisors. Rebecca has been a registered representative since 2018 and holds Series 7, 9, 10, 63, and 66 licenses. Rebecca has experience with a variety of clients including high-net-worth individuals, corporations, and pension plans. Rebecca specializes in financial planning and portfolio management. Fidelity Personal And Workplace Advisors manages over $800 billion in client assets and offers a range of financial services including financial planning, portfolio management, and educational seminars.
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.
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
NH
02/18/2022 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
PA
05/01/2018 - 12/23/2021
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 08/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/25/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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