Rebecca Proske, CFP®

Independent Branch Leader and Financial Consultant

+1 732-298-6380

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 24, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

27 years of professional experience

  • Independent Branch Leader and Financial Consultant, Charles Schwab, 2013-present
  • Financial Advisor, Ameriprise Financial, 1997-2004
  • Managing Principal, Ameriprise Financial, 2004-2010
  • Paraplanner, Ameriprise Financial, 2010-2012

Education

  • BS, Marketing, Rutgers University

Personal interests and affiliations

  • Freehold Rotary Club
  • Impact 100 Jersey Coast

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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