Rebekah J. Fero,  CFP<sup>&reg;</sup> - Financial Advisor

Rebekah J. Fero, CFP®

LPL Financial

18251 La Croix
Port Charlotte, FL 33948
FINANCIAL ADVISOR'S WEBSITE
(888) 625-5811
(941) 625-5811

General

Rebekah Fero is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at LPL Financial in Port Charlotte, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: Florida
  • Fixed annuities: Florida
  • Variable annuities: FL,CO,WI,GA

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Irregular Income, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Medical & Health Issues, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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