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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 Dinneen is a financial professional with Cetera Investment Advisers LLC. Rebecca has been in the industry since 2015 and is registered in California. Rebecca has experience with Charles Schwab & Co., Inc., TD Ameritrade, Inc., Institutional Cash Distributors, LLC, and ScotTrade, Inc. Rebecca is a financial professional who can help clients with financial planning, pension consulting, educational seminars, and portfolio management for both individuals and businesses. Rebecca is a licensed and registered representative with Cetera Investment Advisers LLC.
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.
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
03/21/2024 - Present
Cetera Investment Advisers LLC (WALNUT CREEK CA)
CA
04/12/2022 - 01/10/2024
CHARLES SCHWAB & CO., INC. (Walnut Creek CA)
CA
01/20/2022 - 12/20/2023
TD AMERITRADE, INC. (WALNUT CREEK CA)
NV
10/30/2018 - 10/01/2021
INSTITUTIONAL CASH DISTRIBUTORS, LLC (RENO NV)
TX
01/09/2018 - 06/01/2018
TD AMERITRADE, INC. (Southlake TX)
CO
09/11/2015 - 02/26/2018
SCOTTRADE, INC. (WESTMINSTER CO)
BOTH
Issued 3/7/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/5/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2016
Series 24 - General Securities Principal Examination
BC
Issued 6/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/11/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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