Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Cerrone Freeman is a financial advisor with over 25 years of experience. Rebecca is registered with Concorde Asset Management, LLC and is a CERTIFIED FINANCIAL PLANNER™. Rebecca is a registered representative in multiple states and specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and pension plans. Rebecca’s previous experience includes time at M Holdings Securities, Inc., Bouchey & Associates, Inc., M&T Securities, Inc., New England Securities, and Keyport Financial Services Corp.
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.
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.
Promoter fees from other advisors
1
2
MI
05/23/2018 - Present
Concorde Asset Management, LLC (ANN ARBOR MI)
NY
08/28/2009 - 12/19/2014
M HOLDINGS SECURITIES, INC. (SARATOGA SPRINGS NY)
NY
02/18/2002 - 07/13/2009
BOUCHEY & ASSOCIATES, INC. (CLIFTON PARK NY)
MD
12/16/1998 - 07/19/1999
M&T SECURITIES, INC. (BALTIMORE MD)
NY
02/04/1998 - 01/04/1999
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
11/09/1994 - 10/01/1997
KEYPORT FINANCIAL SERVICES CORP. (WELLESLEY HILLS MA)
BC
Issued 09/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/08/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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