Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebekah? Claim Your ProfileRebekah Lacorte is a registered investment advisor representative with Hbks Wealth Advisors. Rebekah is located in ERIE, PA and has been working in the industry since 2012. Rebekah's experience includes time spent at Locust Capital Management in Philadelphia, PA and HBKS Wealth Advisors in Conshohocken, PA. Rebekah is a Series 65 licensed advisor and holds a current registration with the state of Pennsylvania. Rebekah is a specialist in retirement and estate planning, investment management for individuals and businesses, as well as insurance and college savings.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
01/20/2021 - Present
Hbks Wealth Advisors (ERIE PA)
IA
Issued 01/20/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Rebekah Lacorte is the right advisor for you? Invested Better is here to help.
