Rebekah Kiger (CRD# 5740492) is an Investment Advisor Representative working at The Retirement Guys Formula in Verona, PA and has over 13 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 5335512
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Retire Pittsburgh Management LLC | Pittsburgh, PA | Jun 2021 - Current | 2 |
The Retirement Guys Formula | Maumee, OH | Nov 2019 - Current | 4 |
Retire Pittsburgh LLC | Pittsburgh, PA | Nov 2019 - Current | 4 |
Pnc Investments, LLC | Pittsburgh, PA | Nov 2017 - Nov 2019 | 2 |
Citizens Securities, Inc. | Oakmont, PA | Apr 2017 - Nov 2017 | < 1 |
Key Investment Services LLC | Pittsburgh, PA | Sep 2016 - Apr 2017 | < 1 |
First Niagara Bank | East Mckeesport, PA | Sep 2009 - Sep 2016 | 7 |
Lpl Financial, LLC | Pittsburgh, PA | Sep 2009 - Sep 2016 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2010 |
S66 | NASAA Uniform Combined State Law Examination | Dec 2015 |
- PA
-
Total Assets Under Management250MILLIONS
-
Total Number of Accounts1,858ACCOUNTS
-
Average Account Value$134,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, IL, IN, MI, NC, OH, PA, SC, TX
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