Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Gorrell is an investment advisor representative with Eagle Strategies LLC. Rebecca has been in the industry since 2007 and holds the Series 6, Series 63, and Series 65 licenses. Rebecca previously worked with MetLife Securities Inc. and Metropolitan Life Insurance Company in Overland Park, KS. Rebecca is registered to provide advisory services in Arkansas, California, Colorado, Florida, Illinois, Iowa, Kansas, Minnesota, Missouri, North Carolina, South Dakota, and Texas. Rebecca specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
04/12/2024 - Present
Eagle Strategies LLC (SAN ANTONIO TX)
KS
03/26/2007 - 05/25/2012
METLIFE SECURITIES INC. (OVERLAND PARK KS)
KS
03/26/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (OVERLAND PARK KS)
IA
Issued 04/05/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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