Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Hueser is a financial advisor with Principal Securities, Inc., a registered investment advisor. Rebecca's professional experience began in 2002 at Strong Investments, Inc., where she was a licensed representative. Rebecca has a strong understanding of the financial industry, having passed the Series 63, Series 65, and Series 7 exams. Rebecca specializes in providing financial planning, educational seminars, and portfolio management 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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
08/09/2004 - Present
Principal Securities, Inc. (DES MOINES IA)
WI
03/05/2002 - 06/24/2004
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
IA
Issued 10/22/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/23/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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