Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebbie? Claim Your ProfileRebbie Sue Thomas is a financial advisor at Wells Fargo Clearing Services, LLC. Rebbie has been in the financial services industry since 2001. Rebbie's experience includes time with BANC OF AMERICA INVESTMENT SERVICES, INC., WELLS FARGO INVESTMENTS, LLC, and BANC OF AMERICA SECURITIES LLC. Rebbie is registered with FINRA and holds the Series 7, Series 63 and Series 66 licenses. Rebbie is also a registered investment advisor in Washington. Rebbie provides investment advice to individuals, businesses, charitable organizations, and other institutions. Rebbie is also the Treasurer of the Bainbridge Booster Club.
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.
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.
Investment consulting services to institutional clients
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.
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2
WA
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (SEATTLE WA)
WA
09/26/2003 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SEATTLE WA)
MA
08/24/2001 - 10/01/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
08/02/2000 - 08/30/2000
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BOTH
Issued 09/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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