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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Ann McCourt is an investment advisor representative with IEQ Capital, LLC, a registered investment advisor based in Foster City, California. Rebecca has been with IEQ Capital since April 2024. Prior to joining IEQ Capital, Rebecca was employed at Stone Point Capital in Greenwich, CT. Rebecca holds a Series 65 license, which allows her to provide investment advice to individuals, families, 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.
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.
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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CA
06/03/2024 - Present
IEQ Capital, LLC (FOSTER CITY CA)
IA
Issued 06/03/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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