Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca K. Dutka is an investment advisor representative with Cerity Partners LLC. Rebecca has been in the industry since September 2004. Rebecca is a Chartered Financial Analyst and holds a Series 65 license. Rebecca is registered in California as an Investment Advisor Representative. Rebecca is also an active Investment Advisor Representative in the state of New York. Rebecca works with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. Rebecca's office is located at 99 Park Avenue, 16th Floor in New York, NY.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
10/03/2022 - Present
Cerity Partners LLC (NEW YORK NY)
Active
Inactive
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