Unclaimed
Rebecca Roseanne Abel is a financial advisor currently registered with Strategic Blueprint, LLC. Rebecca has been in the financial industry since July 2000. Rebecca specializes in working with high-net-worth individuals, corporations, and charitable organizations. Rebecca also offers financial planning, pension consulting, and educational seminars. Rebecca has been a Certified Financial Planner since 2005. Prior to joining Strategic Blueprint, LLC, Rebecca worked for Ameriprise Financial Services, Inc.
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.
Family office services
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.
Family office fees, endorsements
1
2
MI
02/03/2020 - Present
Strategic Blueprint, LLC (Farmington Hills MI)
MI
07/07/2000 - 02/12/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Pleasant Ridge MI)
MN
07/07/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 07/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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