Rebecca Christine Szewczyk

Current Employers

Employment History

• 09/2014 → 10/2021
  Gwfs Equities, Inc.
  Overland Park, KS
• 08/2015 → 11/2021
  Empower Retirement
  Overland Park, KS
• 01/2022 → 08/2024
  Triad Advisors
  Norcross, GA
• 01/2022 → Present
  Alera Group
  Deerfield, IL
• 08/2024 → Present
  Osaic Wealth, Inc.
  Chicago, IL

Other Businesses

1)GCG Financial;investment related;Three Parkway North,Suite 500,Deerfield,IL;retirement plan services;client service manager;1/2022;160 hrs/month;6.5 hrs during trading;onboarding new business,client service and education for retirement plans 2)Alera Investment Advisors;investment related;3 Parkway North,Ste 500,Deerfield,IL;retirement services;client service manager;1/2022;160 hrs/month;6.5 hrs during trading;assist onboarding new business,client RPS troubleshooting 3)Alera Investment Advisors;investment related;Three Parkway North,Suite 500,Deerfield,IL 60015;registered investment advisor;client service manager-company sponsored retirement plans;10/10/2022;160 hrs/month;6.5 hrs during trading;IAR of Alera Investment Advisors(RIA) 4)Alera Group;investment related;Three Parkway North,Suite 500,Deerfield,IL 60015;corporation and parent company for the Alera affiliates;client service manager-retirement plans;11/01/2021;160 hrs/month;6.5 hrs during trading;financial professional for Alera Group,which operates under dba names Alera Group Wealth Services and Alera Group Retirement Plan Services

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-08
• S63 Uniform Securities Agent State Law Examination
  2014-07-15

Other Names

• Rebecca Christine Davis
• Rebecca Christine Noordhoek