linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Rebecca Jane Greene

Choreo, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Rebecca? Claim Your Profile

About Rebecca Jane Greene

Rebecca Jane Greene is a Registered Representative with Choreo, LLC. Rebecca has been in the financial services industry since 2002 and is registered in Iowa and Texas. Rebecca Jane Greene is a Registered Representative of Securities Corporation of Iowa and BirchTree Financial Services LLC. Rebecca Jane Greene is licensed to sell securities. Rebecca Jane Greene holds a Series 7 and Series 66 license. Rebecca Jane Greene specializes in Retirement planning, Portfolio Management, and Financial Planning.

Firm Information

Rebecca Greene is currently registered with Choreo, LLC. Choreo, LLC is an investment advisor based in Rockford, IL, with 12 licensed agents, 6 registered representatives, and 129 investment advisory functions. The firm manages approximately $16 billion in assets for a variety of clients including high-net-worth individuals, corporations, charitable organizations, and pension plans. They offer a range of advisory services including financial planning, portfolio management, retirement plan services, and selection of other advisors.
Choreo, LLC

6735 VISTAGREEN WAY

ROCKFORD, IL 61107

$16.03B

Assets Under Management

659

Total Clients

125

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

advisory services including investment review and reporting of non-managed assets and retirement plan services to plans

Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Rebecca Greene’s Registration & Firm History

IA

01/07/2010 - Present

Choreo, LLC (CEDAR RAPIDS IA)

IA

10/28/2002 - 07/17/2012

BIRCHTREE FINANCIAL SERVICES LLC (CEDAR RAPIDS IA)

IA

03/05/2002 - 04/18/2002

SECURITIES CORPORATION OF IOWA (CEDAR RAPIDS IA)

Not sure if Rebecca Jane Greene is right for you?

Licenses & Designations

BOTH

Issued 06/04/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/04/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rebecca Jane Greene.
Not sure if Rebecca Jane Greene is right for you?