Rebecca Trachtenberg (CRD# 4816829) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Shrewsbury, NJ and has over 18 years of experience in the finance industry.
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1863193
Primerica Advisors
CRD# 1852802
Investment Partners Asset Management
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Advisor Networks LLC | El Segundo, CA | Feb 2024 - Current | < 1 |
Cetera Investment Advisers LLC | Schaumburg, IL | Feb 2024 - Current | < 1 |
Regal Wealth Advisors | Florham Park, NJ | Feb 2012 - Current | 12 |
Lpl Financial LLC | Fairfax, VA | Jan 2019 - Feb 2024 | 5 |
Kestra Financial Services, Inc. | Austin, TX | Apr 2016 - Jan 2019 | 2 |
Nfp Advisors | Florham Park, NJ | Jan 2011 - Apr 2016 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2005 |
- NJ
- SC
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
-
Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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