Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Proetto is a financial advisor at Northeast Advisers, Inc. Rebecca has been with the firm since June 2015. Prior to that, Rebecca worked at KPMG in Philadelphia. Rebecca is a Certified Financial Planner and is registered with the state of Pennsylvania and New Jersey. Rebecca's primary focus is on providing financial planning services for individuals and families. Rebecca also offers portfolio management services to individuals, families, and businesses. The firm's clients have over $500 million in assets under management. Rebecca is committed to helping her 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.
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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PA
07/21/2015 - Present
Northeast Advisers, Inc. (PAOLI PA)
IA
Issued 07/21/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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