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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 Galey is a financial advisor with over 13 years of experience in the industry. Rebecca is currently registered with LPL Financial LLC in Skokie, IL, and Mount Pleasant, SC. Rebecca has previously been registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC and Citigroup Global Markets Inc. Rebecca holds FINRA Series 63, Series 10, Series 9, SIE, and Series 7 licenses. Rebecca specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
03/16/2017 - Present
LPL Financial LLC (SKOKIE IL)
SC
04/20/2010 - 03/16/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLESTON SC)
SC
07/22/2008 - 03/19/2010
WELLS FARGO ADVISORS, LLC (HILTON HEAD SC)
SC
05/04/2004 - 07/24/2008
CITIGROUP GLOBAL MARKETS INC. (HILTON HEAD SC)
BC
Issued 05/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/25/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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