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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 Elizabeth Ruane is an investment advisor representative associated with Western Wealth Management LLC in Johnstown, Colorado. Rebecca has been in the financial services industry for over 15 years and has experience working with a variety of clients, including individuals, high-net-worth individuals, businesses, corporations, charitable organizations, and pension plans. Rebecca has her Series 65, 66 and 24 licenses as well as her Series 7 and SIE licenses. Rebecca offers a range of services, including financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors. Rebecca is committed to providing her clients with personalized financial advice that meets their unique needs.
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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2
CO
07/18/2016 - Present
Western Wealth Management LLC (JOHNSTOWN CO)
CO
04/16/2014 - 10/31/2015
WADDELL & REED (FT. COLLINS CO)
CO
04/12/2012 - 04/08/2014
THE O.N. EQUITY SALES COMPANY (FT. COLLINS CO)
IL
01/27/2011 - 02/16/2012
LPL FINANCIAL LLC (BARRINGTON IL)
IL
07/16/2010 - 12/16/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SCHAUMBURG IL)
TX
07/26/2007 - 04/15/2010
NFP SECURITIES, INC. (AUSTIN TX)
IL
12/02/2005 - 07/31/2007
AMERIPRISE FINANCIAL SERVICES, INC. (LISLE IL)
IA
Issued 05/29/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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