Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Elizabeth Rebmann is a financial advisor with Cambridge Investment Research Advisors, Inc. based in Lafayette, Indiana. Jessica has been working in the financial services industry since February 2007. Jessica holds the Series 66 and Series 7 licenses, as well as the SIE exam. Jessica is also a Certified Financial Planner. Jessica is registered to provide advisory services in Indiana and Texas. Prior to joining Cambridge Investment Research Advisors, Inc., Jessica worked at Morgan Stanley and Citigroup Global Markets Inc. Jessica's specializations include financial planning, portfolio management for individuals and businesses, pension consulting, market timing services, and selection of other advisors.
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.
Solicitation fees from 3rd party money managers
1
2
IN
10/15/2018 - Present
Cambridge Investment Research Advisors, Inc. (Lafayette IN)
IN
06/01/2009 - 10/15/2018
MORGAN STANLEY (LAFAYETTE IN)
IN
06/11/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LAFAYETTE IN)
IN
02/02/2007 - 06/11/2007
SII INVESTMENTS, INC. (LAFAYETTE IN)
BOTH
Issued 03/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jessica Rebmann is the right advisor for you? Invested Better is here to help.
