Unclaimed
Rebecca Tidmore is a financial advisor with Cetera Investment Advisers LLC. Rebecca has been in the financial industry for over 30 years and has a strong track record of helping clients achieve their financial goals. Rebecca has experience working with individuals, families, businesses, and charitable organizations. Rebecca is also a licensed insurance agent and a notary public. Rebecca holds the Series 7, Series 63, Series 65, and Series 99TO licenses. Prior to joining Cetera Investment Advisers LLC, Rebecca was with First Allied Securities, Inc. and FFP Securities, 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.
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 5/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/7/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/23/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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