Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Goebel is a financial advisor with over 30 years of experience in the financial industry. Rebecca has worked with a number of firms including Wells Fargo Advisors, Wells Fargo Clearing Services and Lehman Brothers Inc. Rebecca is a registered representative and investment advisor representative and is currently affiliated with TCP Asset Management, LLC. Rebecca is registered to provide investment advice in Nevada.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Solicitor's fees
1
2
OH
06/11/2024 - Present
TCP Asset Management, LLC (UPPER ARLINGTON OH)
NV
01/03/2011 - 05/23/2024
WELLS FARGO CLEARING SERVICES, LLC (LAS VEGAS NV)
NV
12/13/2000 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LAS VEGAS NV)
CA
01/10/2000 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
01/04/2000 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
08/28/1996 - 01/07/2000
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
NY
07/31/1993 - 09/07/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
04/20/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 08/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/25/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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