Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Marisa Coleman is a financial advisor with Cetera Investment Advisers LLC. Rebecca has been in the financial services industry since September 20, 2001. Rebecca is registered with the state of Illinois as a Registered Representative and Investment Advisor Representative. Rebecca is also a registered representative in Texas. Rebecca has a Series 66 license and a Series 7 license. Rebecca also has a SIE license. Rebecca has experience working with a variety of clients, including individuals, families, corporations, and charitable organizations. Rebecca specializes in financial planning, investment management, and retirement planning.
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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2
IL
02/27/2023 - Present
Cetera Investment Advisers LLC (CHICAGO IL)
CT
09/20/2001 - 06/30/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
BOTH
Issued 9/25/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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