Unclaimed
Rebecca Agamaite is a financial advisor with Advisors Management Group Inc. based in GREEN BAY, WI. Rebecca has been in the industry since 2005 and holds Series 6, 7 and 63 licenses. Rebecca's prior experience includes work at Metlife Securities Inc. and Metropolitan Life Insurance Company. Rebecca provides portfolio management for individuals and businesses, as well as financial planning services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Business consulting services
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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2
WI
03/09/2011 - Present
Advisors Management Group Inc. (GREEN BAY WI)
WI
09/29/2005 - 03/07/2011
METLIFE SECURITIES INC. (DE PERE WI)
WI
09/29/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DEPERE WI)
BC
Issued 12/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/28/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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