Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Havens is an investment advisor representative at Creative Planning, an Overland Park, KS based firm. Rebecca has over 15 years of experience in the financial services industry. Rebecca holds Series 7, 24, 52, 53, 66 and SIE licenses and has passed the Operations Professional Examination. Rebecca has been registered with the state of Kansas since June 2021. Previously, Rebecca worked at Client One Securities LLC, Securities America, Inc., Summit Brokerage Services, Inc. and VSR Financial Services, Inc. Rebecca's prior roles were at VSR Financial Services, Inc., VSR Advisory Services, Larson Financial Services, Inc., Summit Brokerage Services, Inc., Summit Financial Group, Inc., Securities America, Inc., Arbor Point Advisors, Client One Securities, LLC, Change Path, LLC and Creative Planning, LLC.
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.
A percentage of the total value of assets under management is charged.
1
2
KS
06/11/2021 - Present
Creative Planning (OVERLAND PARK KS)
KS
01/14/2019 - 06/04/2021
CLIENT ONE SECURITIES LLC (LEAWOOD KS)
KS
10/02/2017 - 12/31/2018
SECURITIES AMERICA, INC. (LEAWOOD KS)
KS
09/01/2016 - 10/05/2017
SUMMIT BROKERAGE SERVICES, INC. (LEAWOOD KS)
KS
01/28/2008 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (LEAWOOD KS)
KS
10/09/2007 - 01/28/2008
AMERIPRISE FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
BOTH
Issued 10/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/24/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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