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Rebecca Sarah Raff

Nadler Financial Group, Inc.

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About Rebecca Sarah Raff

Rebecca Raff is a financial advisor with Nadler Financial Group, Inc. in Deerfield, IL. Rebecca has been a registered representative for over 12 years. Rebecca has Series 7 and Series 66 licenses and is a Certified Financial Planner. Rebecca is a financial planner and relationship manager for high net worth individuals, families, and businesses. Rebecca's primary focus is on helping her clients achieve their financial goals. Rebecca has experience working with clients on a variety of financial planning needs, including retirement planning, investment management, and estate planning. Rebecca is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Rebecca Raff is currently registered with Nadler Financial Group, Inc.. Nadler Financial Group, Inc. is a registered investment advisor with offices in Deerfield, IL. They have a total of 13 investment advisor representatives and manage approximately $1.61 billion in client assets. Their advisory services include financial planning, portfolio management for individuals, retirement plan consulting, and other services. Their client base includes individuals, corporations, charitable organizations, pension plans, and high net worth individuals.
Nadler Financial Group, Inc.

155 N. PFINGSTEN ROAD

DEERFIELD, IL 60015-4903

$1.61B

Assets Under Management

40

Total Clients

12

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement plan consulting - enrollment and education support.

Retirement plan consulting - enrollment and education support.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Rebecca Raff’s Registration & Firm History

IL

10/13/2023 - Present

Nadler Financial Group, Inc. (DEERFIELD IL)

IL

04/06/2011 - 05/05/2011

PEAK6 CAPITAL MANAGEMENT LLC (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 01/04/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rebecca Sarah Raff.
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