Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Michele Mineo is a financial advisor at Rockefeller Financial LLC and Rockefeller Capital Management. Rebecca is registered to provide investment advice in New Jersey and New York. Rebecca has been working in the financial industry since 2014. Rebecca has a Series 66 license for investment advice, and Series 7 and SIE licenses for securities trading.
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.
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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NY
01/19/2024 - Present
Rockefeller Financial LLC (NEW YORK NY)
BOTH
Issued 01/19/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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