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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 Gutches is a financial advisor with Wells Fargo Clearing Services, LLC. Rebecca has been in the financial services industry for over 20 years. Rebecca has extensive experience in providing financial planning and investment management services to individuals, businesses and institutions. Rebecca has held previous roles with LPL FINANCIAL LLC, UVEST FINANCIAL SERVICES GROUP, INC., AMSOUTH INVESTMENT SERVICES, INC., EDWARD JONES, and FIRST TENNESSEE BROKERAGE, INC.
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.
Investment consulting services to institutional clients
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
VA
08/16/2016 - Present
Wells Fargo Clearing Services, LLC (NEWPORT NEWS VA)
VA
10/12/2011 - 07/27/2016
LPL FINANCIAL LLC (WILLIAMSBURG VA)
NC
02/07/2007 - 04/06/2011
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
TN
12/03/2004 - 11/28/2006
UVEST FINANCIAL SERVICES GROUP, INC. (KINGSPORT TN)
AL
01/23/2003 - 10/25/2004
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
MO
04/26/2001 - 07/25/2002
EDWARD JONES (ST. LOUIS MO)
TN
08/12/1999 - 04/04/2001
FIRST TENNESSEE BROKERAGE, INC. (MEMPHIS TN)
BC
Issued 08/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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