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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Dunne Nassar is a financial advisor with Equity Services, Inc. based in Montpelier, VT. Rebecca has over 20 years of experience in the financial services industry. Rebecca has been registered with the state of New Jersey since 2016. Rebecca is also registered with the state of Vermont. Rebecca specializes in financial planning, portfolio management for individuals, and pension consulting.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VT
07/20/2016 - Present
Equity Services, Inc. (MONTPELIER VT)
NJ
03/17/2010 - 02/02/2016
HORNOR, TOWNSEND & KENT, INC. (EDISON NJ)
NJ
01/13/2005 - 12/31/2009
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (NEWARK NJ)
NJ
06/18/1999 - 01/19/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 02/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/2012
Series 24 - General Securities Principal Examination
BC
Issued 12/03/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/15/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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