Unclaimed
Rebecca Dammann is a wealth advisor with Ashton Thomas Private Wealth. Rebecca has been in the financial services industry since 2012 and is licensed in Arizona, Florida, Georgia, Montana, Oregon, and Texas. Rebecca holds the Series 66, Series 7, and SIE licenses. Rebecca also has a Certified Financial Planner designation. Rebecca specializes in financial planning, portfolio management, and selection of other advisors. Ashton Thomas Private Wealth is a Registered Investment Advisor with offices in Scottsdale, Arizona, and Bozeman, Montana.
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.
Variable product model design and maintenance
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.
A percentage of the total value of assets under management is charged.
1
2
MT
11/30/2023 - Present
Ashton Thomas Private Wealth (BOZEMAN MT)
MT
01/25/2016 - 10/29/2019
WELLS FARGO CLEARING SERVICES, LLC (BOZEMAN MT)
MT
04/18/2012 - 01/13/2016
D.A. DAVIDSON & CO. (BOZEMAN MT)
BOTH
Issued 07/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Rebecca Dammann is the right advisor for you? Invested Better is here to help.