Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Novak is a financial advisor with over 10 years of experience in the industry. Rebecca is currently registered with LPL Financial LLC and Embark Financial Partners. Rebecca has a strong background in providing financial planning and investment management services to individuals, families, and businesses. Rebecca's primary focus is on helping clients reach their financial goals, whether it be retirement planning, college savings, or estate planning. Rebecca is committed to providing personalized service and working closely with clients to develop a plan that meets their individual needs. Rebecca holds the Series 66 and Series 7 licenses, and is also a registered representative with FINRA. Rebecca has a proven track record of success in helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
07/21/2021 - Present
LPL Financial LLC (MUSKEGON MI)
MI
02/16/2017 - 07/21/2021
WADDELL & REED (MUSKEGON MI)
BOTH
Issued 07/25/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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