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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 Linhart is a financial advisor with Commonwealth Financial Network. Rebecca has been in the financial services industry since February 2000. Rebecca is registered with the Financial Industry Regulatory Authority (FINRA) and is also licensed to provide investment advisory services in the state of Massachusetts. Rebecca is a Series 63, 65, 7, 31, and SIE licensed financial advisor and has worked with clients across a variety of needs. Commonwealth Financial Network is a large financial services firm with a wide range of experience and capabilities, including financial planning, retirement planning, and investment management. Rebecca is a registered representative and investment advisor representative.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
11/17/2011 - Present
Commonwealth Financial Network (MARBLEHEAD MA)
NY
02/10/2000 - 12/13/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 03/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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