Rebecca O. Peterson, ChFC®, AIF®
Virtual
In-Person
Specialties
About Me
I joined Owings Financial Services in 2001.
I am a Chartered Financial Consultant® and Accredited Investment Fiduciary® Designee. I maintain FINRA registrations in 10 states, as well as life and health insurance licenses in Massachusetts and New Hampshire. I specialize in advising individuals and small businesses on retirement and college planning, overall investment analysis, and asset protection. I hold FINRA Series 7, 63, and 66 securities registrations as a Registered Representative and Investment Advisor Representative of Commonwealth Financial Network®. Previously, I worked in marketing and event planning.
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Interests & Hobbies
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Credentials
No Designations
Chartered Designations
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Disclosures
The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.