Unclaimed
Rebecka Kelley is a financial advisor registered with Northwestern Mutual Investment Services, LLC. Rebecka has been in the industry since January 2021 and is currently licensed in 44 states. Rebecka has passed the Series 7TO, Series 63 and SIE exams. Rebecka is located in Albany, NY.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
NY
01/25/2021 - Present
Northwestern Mutual Investment Services, LLC (Albany NY)
BC
Issued 05/08/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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