Unclaimed
Rebecca Head is a financial advisor with Edward Jones. Rebecca has been in the financial services industry since 2011 and holds Series 7, 9, 10, 24, 66 and SIE licenses. Rebecca is registered with the states of Arizona, Arkansas, Illinois, Massachusetts, Missouri, and Utah. Prior to joining Edward Jones, Rebecca worked at Stifel, Nicolaus & Company, Incorporated and Wells Fargo Advisors, LLC.
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.
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.
See schedule d - miscellaneous
1
2
MO
07/20/2015 - Present
Edward Jones (ST LOUIS MO)
IL
01/23/2014 - 07/10/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (EDWARDSVILLE IL)
IL
10/17/2012 - 01/27/2014
WELLS FARGO ADVISORS, LLC (EDWARDSVILLE IL)
MO
10/25/2011 - 09/24/2012
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
BOTH
Issued 03/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/16/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/14/2021
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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