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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 Christine Szewczyk is a financial advisor registered in Illinois. Rebecca is currently employed at Alera Investment Advisors, LLC, where she works as a client service manager. She has over 9 years of experience in the financial services industry and has held positions at several other firms, including Triad Advisors LLC, GWFS Equities, Inc. and J.P. Morgan Institutional Investments Inc. Rebecca holds Series 6, Series 63, Series 65 and SIE licenses. Alera Investment Advisors, LLC provides a range of financial services, including financial planning, pension consulting, educational seminars and portfolio management for businesses and individuals.
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.
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.
1
2
IL
10/10/2022 - Present
Alera Investment Advisors, LLC (Chicago IL)
IL
01/06/2022 - 08/23/2024
TRIAD ADVISORS LLC (Chicago IL)
CO
09/02/2014 - 11/01/2021
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
KS
08/21/2014 - 09/02/2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (OVERLAND PARK KS)
IA
Issued 10/08/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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