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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 Lauren Trachtenberg is a financial advisor with Cetera Investment Advisers LLC, a firm with a focus on serving high-net-worth individuals, corporations, and charitable organizations. Rebecca has been in the financial services industry since 2004 and has a strong track record of providing personalized financial advice to clients. She holds Series 7 and Series 66 licenses and is a registered investment advisor representative in both New Jersey and South Carolina. Rebecca is dedicated to helping her clients achieve their financial goals and is committed to providing them with the highest level of service.
Shrewsbury, NJ
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.
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NJ
02/15/2024 - Present
Cetera Investment Advisers LLC (Shrewsbury NJ)
SC
01/04/2019 - 02/20/2024
LPL FINANCIAL LLC (MYRTLE BEACH SC)
NJ
02/08/2012 - 01/17/2019
KESTRA INVESTMENT SERVICES, LLC (FLORHAM PARK NJ)
VA
06/18/2008 - 03/04/2010
FBR CAPITAL MARKETS & CO. (ARLINGTON VA)
NY
07/27/2007 - 10/26/2007
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NJ
01/05/2006 - 07/31/2007
WACHOVIA SECURITIES, LLC (RED BANK NJ)
MN
12/16/2004 - 12/16/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BOTH
Issued 8/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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