Rebecca L. Agamaite
Professional summary
Rebecca Lyn Agamaite, who also goes by Rebecca Agamaite, Rebecca Felmer, Rebecca Nelson, is a registered financial advisor currently at ADVISORS MANAGEMENT GROUP INC located in Green Bay, Wisconsin.
Rebecca is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Rebecca has worked at 3 firms and has passed the Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Rebecca Lyn Agamaite's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 9, 2011 - Present
ADVISORS MANAGEMENT GROUP INC
Office #1: 2199 Lineville Road, Green Bay, WI 54313December 13, 2006 - March 7, 2011
MSI FINANCIAL SERVICES, INC.
September 29, 2005 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
September 29, 2005 - March 7, 2011
MSI FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
ADVISORS MANAGEMENT GROUP INC
CRD#: 113020 / SEC#: 801-33545
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/9/2011)
Exams
Current Firm
ADVISORS MANAGEMENT GROUP INC
CRD#: 113020 / SEC#: 801-33545
Contact information
SEC notice filing (19 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,960 |
| AUM (Assets Under Management) | $ 819,632,981 |
Red Flags
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