Rebecca Raff (CRD# 5874969) is an Investment Advisor Representative working at Nadler Financial Group, Inc. in Deerfield, IL and has over 12 years of experience in the finance industry. Rebecca Raff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ausdal Financial Partners | Downers Grove, IL | Nov 2011 - Current | 12 |
| Nadler Financial Group, Inc. | Deerfield, IL | Oct 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2012 |
- IL
- TX
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Total Assets Under Management1,611MILLIONS
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Total Number of Accounts2,877ACCOUNTS
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Average Account Value$560,114
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
AZ, CA, FL, IL, IN, LA, MA, MD, MO, NH, NY, OH, PA, TX, WI
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