Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebekah? Claim Your ProfileRebekah Jo Fero is a financial advisor with over 30 years of experience in the industry. Rebekah is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with the state of Texas as an Investment Advisor Representative. Rebekah is currently employed with IFG Advisory, LLC and holds multiple licenses, including Series 7, Series 24, and Series 63. Rebekah has previously worked with FSC Securities Corporation, Buelow Investment Services, Inc., and Triple Check Financial Services, Inc. Rebekah specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, businesses, and charitable organizations.
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.
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.
1
2
FL
07/21/2022 - Present
IFG Advisory, LLC (Port Charlotte FL)
FL
06/18/1999 - 08/15/2016
FSC SECURITIES CORPORATION (PORT CHARLOTTE FL)
FL
05/03/1993 - 06/29/1999
BUELOW INVESTMENT SERVICES, INC. (CHARLOTTE HARBOR FL)
CA
10/19/1988 - 04/30/1993
TRIPLE CHECK FINANCIAL SERVICES, INC. (BURBANK CA)
BC
Issued 01/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Rebekah Fero is the right advisor for you? Invested Better is here to help.
