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Rebecca Ann Pressgrove

Kestra Investment Services, LLC

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About Rebecca Ann Pressgrove

Rebecca Pressgrove is a financial advisor with Kestra Investment Services, LLC. Rebecca has been in the securities industry since January 21, 2003. Rebecca has a Series 6, 7, and 63 license and is registered in 45 states and the District of Columbia. Previously, Rebecca worked at PROEQUITIES, INC. and CLARK SECURITIES, INC. Rebecca is a registered representative of Kestra Investment Services, LLC and offers securities and advisory services through Kestra Investment Services, LLC.

Firm Information

Rebecca Pressgrove is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Rebecca Pressgrove’s Registration & Firm History

MN

01/19/2018 - Present

Kestra Investment Services, LLC (Plymouth MN)

MN

09/30/2011 - 12/19/2017

PROEQUITIES, INC. (BLOOMINGTON MN)

NC

03/28/2002 - 01/03/2011

CLARK SECURITIES, INC. (GREENSBORO NC)

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Licenses & Designations

BC

Issued 03/27/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/2010

Series 7 - General Securities Representative Examination

BC

Issued 03/27/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rebecca Ann Pressgrove.
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