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®)
  • Other - AIF

Insurance Licenses

  • Life insurance: Florida
  • Health/disability insurance: FL
  • Fixed annuities: Florida
  • Variable annuities: FL,GA,NC,NY,IA

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer


Financial Advisor's Specialties

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

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