Unclaimed
Rebecca Clara Schubert is a financial advisor registered with Blackrock Investment Management, LLC. Rebecca has been working in the financial services industry since December 2014. Rebecca is currently registered with FINRA and has 53 active state registrations. Rebecca is licensed in both Broker-Dealer and Investment Advisory capacities and works with a variety of clients including insurance companies, investment companies, high-net-worth individuals, other investment advisors, and corporations. Rebecca's specialties include portfolio management for businesses, individuals, investment companies and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
02/03/2015 - Present
Blackrock Investment Management, LLC (SAN FRANCISCO CA)
BOTH
Issued 01/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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