Unclaimed
Rebecca Albers is an investment advisor representative with PFS Investments Inc. Rebecca has been in the industry since May 2015 and has a Series 6, Series 63, Series 26, and Series 65. She is registered with the state of Nebraska as a Registered Investment Advisor and holds an active registration as a broker-dealer in Iowa, Kansas and Nebraska. Rebecca specializes in providing investment advice to individuals and families.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NE
01/29/2024 - Present
PFS Investments Inc. (OMAHA NE)
NE
05/13/2015 - 12/31/2021
PFS INVESTMENTS INC. (OMAHA NE)
IA
Issued 09/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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