Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Chartier is a financial advisor with Cetera Investment Advisers LLC. Rebecca has been in the financial services industry since January 16, 2018, and has experience in fixed insurance, financial planning, and portfolio management. Rebecca has a Series 6, Series 63, and Series 65 license. Rebecca is also registered as an investment advisor in Michigan and Wisconsin. She is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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
WI
08/14/2024 - Present
Cetera Investment Advisers LLC (MARINETTE WI)
MI
02/01/2024 - 06/10/2024
LPL FINANCIAL LLC (IRON MOUNTAIN MI)
MI
12/19/2018 - 02/01/2024
OSAIC INSTITUTIONS, INC. (Iron Mountain MI)
MI
10/31/2017 - 12/03/2018
WELLS FARGO CLEARING SERVICES, LLC (IRON MOUNTAIN MI)
IA
Issued 4/21/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/29/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Rebecca Chartier is the right advisor for you? Invested Better is here to help.
