Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Meisenheimer is a financial professional with over 20 years of experience in the industry. Rebecca has a strong track record of success, having worked with both individual and institutional clients. Rebecca currently works at RBC Capital Markets, LLC, where she provides a comprehensive range of financial services, including financial planning, portfolio management, and investment advisory. Prior to joining RBC Capital Markets, LLC, Rebecca held positions at other reputable firms including Washington Square Securities, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Rebecca holds the Series 6, 7, 24, and 63 licenses, along with the SIE.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
MN
01/07/2015 - Present
RBC Capital Markets, LLC (MINNEAPOLIS MN)
CT
09/18/1997 - 04/26/2002
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MN
02/04/1997 - 06/06/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/04/1997 - 06/06/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 03/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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