Rebecca Marouski (CRD# 6153987) is an Investment Advisor Representative working at Lpl Financial LLC in Manchester, CT and has over 10 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Manchester, CT | Jul 2021 - Current | 2 |
| Matt Peak Enterprises | Manchester, CT | Jul 2018 - Jul 2021 | 3 |
| Waddell & Reed, Inc. | Manchester, CT | Jun 2018 - Jul 2021 | 3 |
| Various Insurance Carriers For W&r Insurance Agencies | Vernon, CT | Jun 2018 - Jul 2021 | 3 |
| Matthew Peak | Manchester, CT | Jun 2018 - Jul 2021 | 3 |
| Manchester 8th Utilities Fire Dept | Manchester, CT | Sep 2009 - Jul 2021 | 11 |
| 360 Federal Credit Union | Windsor Locks, CT | Nov 2017 - Jun 2018 | < 1 |
| Unemployed | Manchester, CT | Sep 2017 - Nov 2017 | < 1 |
| South Windsor Police Dept | South Windsor, CT | Jul 2017 - Aug 2017 | < 1 |
| Unemployed | Manchester, CT | May 2017 - Jul 2017 | < 1 |
| People's Securities | Bridgeport, CT | Mar 2016 - May 2017 | 1 |
| Waddell & Reed | Manchester, CT | Sep 2015 - Mar 2016 | < 1 |
| Various Insurance Carriers For W&r Insurance Agencies | Manchester, CT | Sep 2015 - Mar 2016 | < 1 |
| Metlife Securities Inc. | Glastonbury, CT | Jun 2015 - Sep 2015 | < 1 |
| Barnum Financial Group | Glastonbury, CT | Jun 2015 - Sep 2015 | < 1 |
| Wells Fargo Advisors | Glastonbury, CT | Jan 2013 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2013 |
- CT
- FL
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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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