Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Eastom is a financial advisor with over 10 years of experience in the financial services industry. Rebecca is currently registered with LPL Financial LLC, a firm that manages over $50 billion in assets. Rebecca has a strong background in providing financial planning and investment advice to a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Rebecca is dedicated to helping her clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
02/09/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
01/06/2021 - 01/23/2023
LPL FINANCIAL LLC (CARLSBAD CA)
IL
08/16/2019 - 04/08/2020
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
CA
11/15/2013 - 05/14/2019
LPL FINANCIAL LLC (FALLBROOK CA)
CA
01/30/2012 - 11/19/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FALLBROOK CA)
CA
05/25/2011 - 01/25/2012
EDWARD JONES (FALLBROOK CA)
BOTH
Issued 06/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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