Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Olmstead is a financial advisor with LPL Financial LLC. Rebecca has been working in the financial services industry since 2001. Rebecca has a Series 7, Series 63 and SIE licenses. Rebecca is registered with the state of Florida and is located in Sarasota, Florida. Rebecca is associated with LPL Financial LLC. The firm manages over $463 billion in assets and provides a variety of services, including financial planning, portfolio management, and educational seminars.
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.
Consulting and other non-discretionary advisory services
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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FL
05/14/2019 - Present
LPL Financial LLC (SARASOTA FL)
FL
08/22/2001 - 09/18/2006
CITIGROUP GLOBAL MARKETS INC. (SARASOTA FL)
BC
Issued 09/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/13/2019
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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