Unclaimed
Eli Todd Rebich is an investment advisor representative with Stifel Independent Advisors, LLC and has been in the industry since January 11, 2000. Eli Rebich is registered with the state of Pennsylvania and Texas and has an active Broker-Dealer license. Eli Todd Rebich previously worked with Ameriprise Financial Services, LLC and Wells Fargo Advisors Financial Network, LLC. Eli Rebich has a Series 63, Series 66, Series 7, Series 9, Series 10, and SIE license. Eli Todd Rebich offers investment advisory services including financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
04/25/2022 - Present
Stifel Independent Advisors, LLC (EDINBORO PA)
PA
10/23/2017 - 05/02/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Edinboro PA)
PA
08/08/2008 - 10/24/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (EDINBORO PA)
PA
01/12/2000 - 08/11/2008
EDWARD JONES (EDINBORO PA)
BOTH
Issued 06/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/20/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Eli Rebich is the right advisor for you? Invested Better is here to help.