Rebecca B. Paterik,  CFP<sup>&reg;</sup> - Financial Advisor

Rebecca B. Paterik, CFP®

Investment Advisory Representative

United Planners

7506 Hundley Blvd
Dallas, TX 75231
(214) 478-1822

General

Rebecca Paterik is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at United Planners in Dallas, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Becky Paterik is an Investment Advisory Representative Offering Securities and Advisory Services through United Planners Financial Services a Limited Partnership. Member FINRA, SIPC.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Investment Management, Mutual Funds, Retirement, Women's Finances

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Helpful Financial Planning Resources