Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Ayers Proske is a financial professional with over 25 years of experience in the financial services industry. Rebecca is currently registered with Charles Schwab & CO., Inc. Rebecca has a broad range of experience in the financial services industry, having worked with several firms throughout her career, including Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Rebecca is a Series 7, Series 10, Series 9, Series 24, and Series 63 licensed professional, and she holds the SIE designation. Rebecca specializes in providing financial planning and advisory services, and is a wrap fee program sponsor.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NJ
03/05/2013 - Present
Charles Schwab & CO., Inc. (Freehold NJ)
NJ
05/13/1997 - 11/19/2012
AMERIPRISE FINANCIAL SERVICES, INC. (FREEHOLD NJ)
MN
05/13/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/26/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/01/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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