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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 Falbo Schoonover is a financial advisor with Cetera Investment Advisers LLC, a firm that has been in business for over 20 years. Rebecca has been in the financial industry for over 20 years and has a Series 66, Series 63 and Series 7 licenses. She has experience working with individual clients, businesses, and retirement plans. Rebecca is also a member of the Board of Directors for Mountain Memories Assisted Living and Retirement. Cetera Investment Advisers LLC manages over $100 billion in assets and provides a variety of financial planning, investment management, and retirement planning services.
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
WV
01/21/2014 - Present
Cetera Investment Advisers LLC (ELKINS WV)
WV
01/10/2012 - 10/08/2012
AMERIPRISE FINANCIAL SERVICES, INC. (BUCKHANNON WV)
WV
06/18/2003 - 10/05/2011
EDWARD JONES (BUCKHANNON WV)
BOTH
Issued 01/31/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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