Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Palmer is an investment professional who has been active in the industry since February 2021. Rebecca has Series 99TO and SIE licenses. Rebecca currently works at Equity Services, Inc., a firm headquartered in Montpelier, VT. Rebecca's area of focus includes Financial Planning, Portfolio Management for Individuals, and Pension Consulting. Equity Services, Inc. is a firm with over 11,000 clients across the US, and manages over 2.1 Billion dollars in assets.
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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VT
02/25/2021 - Present
Equity Services, Inc. (MONTPELIER VT)
BC
Issued 02/25/2021
Series 99TO - Operations Professional Examination
BC
Issued 11/20/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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