Unclaimed
Rebecca Arseneau is an Investment Advisor Representative at Haven Wealth Group. Rebecca has been in the industry since 1978 and has experience in banking, wealth management and financial planning. Rebecca is registered with the state of Texas.
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.
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.
A percentage of the total value of assets under management is charged.
Flat fee for financial plan
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TX
08/15/2024 - Present
Haven Wealth Group (HOUSTON TX)
IA
Issued 08/14/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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