Unclaimed
Rebecca Tidmore is a financial professional with over 30 years of experience in the financial services industry. She holds a Series 7, Series 63, and Series 65 licenses, and is a Registered Representative of Cetera Investment Advisers LLC. Rebecca provides financial planning and investment management services to individuals, families, and businesses. Rebecca has worked for several firms throughout her career including First Allied Securities, Inc., FFP Securities, Inc., and Boatmen's Investment Services, Inc. She has a strong understanding of the financial markets and a commitment to providing her clients with personalized financial advice. Rebecca is dedicated to helping her clients achieve their financial goals and believes that education and transparency are key to building a successful financial relationship.
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.
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
OK
11/03/2022 - Present
Cetera Investment Advisers LLC (MUSKOGEE OK)
OK
05/30/2008 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (MUSKOGEE OK)
OK
06/11/1997 - 05/30/2008
FFP SECURITIES, INC. (MUSKOGEE OK)
MO
09/03/1996 - 06/04/1997
BOATMEN'S INVESTMENT SERVICES, INC. (ST. LOUIS MO)
NA
07/25/1994 - 09/03/1996
BANC IV INVESTMENTS, INC.
MI
10/07/1993 - 07/19/1994
AMERICAN BROKERAGE SERVICES, INC. (DETROIT MI)
OK
09/25/1992 - 09/20/1993
JAMES BAKER & ASSOCIATES, A LIMITED PARTNERSHIP (OKLAHOMA CITY OK)
IA
Issued 05/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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