Unclaimed
Rebecca Ann Howard is a financial advisor registered with Thrivent Investment Management Inc. Rebecca has been in the industry since 2023. Rebecca is a Registered Representative and Investment Advisor Representative. Rebecca has passed the Uniform Securities Agent State Law Examination (Series 63), the Uniform Combined State Law Examination (Series 66), the General Securities Representative Examination (Series 7TO) and the Securities Industry Essentials Examination (SIE). Rebecca is currently registered in Arizona, California, Illinois, Michigan, New York, Ohio, Pennsylvania and Wisconsin. Rebecca specializes in providing financial planning and portfolio management services to individuals and businesses.
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.
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
WI
08/07/2023 - Present
Thrivent Investment Management Inc. (Burlington WI)
BOTH
Issued 08/05/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/11/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Rebecca Howard is the right advisor for you? Invested Better is here to help.