Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Louise Hafer is a registered representative and investment advisor representative with over 20 years of experience in the financial industry. She specializes in retirement planning, with a focus on helping individuals plan for their future and achieve their financial goals. Rebecca is currently employed by MMA Securities LLC and previously held positions at LPL FINANCIAL LLC, Cambridge Investment Research, Inc., and Commonwealth Financial Network. She holds Series 6, 63, and 65 licenses, as well as the SIE exam, and is a licensed investment advisor representative in Pennsylvania. Rebecca is committed to providing her clients with personalized financial advice and guidance.
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.
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.
Advisory services to retirement plan participants
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.
Earned based on transactions or products sold.
Based on assets under advisement or per capita
1
2
MA
01/13/2021 - Present
MMA Securities LLC (Boston MA)
FL
12/01/2010 - 02/23/2021
LPL FINANCIAL LLC (THE VILLAGES FL)
PA
03/26/2004 - 12/21/2010
CAMBRIDGE INVESTMENT RESEARCH, INC. (READING PA)
MA
04/06/2001 - 03/29/2004
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
IA
Issued 02/15/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Rebecca Hafer is the right advisor for you? Invested Better is here to help.
