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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 Teese is a financial advisor with Edward Jones. Rebecca has over 20 years of experience in the financial services industry. She has a strong background in portfolio management and financial planning. Rebecca is dedicated to helping clients achieve their financial goals. Rebecca is a Certified Financial Planner and holds Series 4, 7, 9, 10, 24, 31, 52, 53, 66, 99 licenses.
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.
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.
See schedule d - miscellaneous
1
2
VT
02/18/2022 - Present
Edward Jones (MONTPELIER VT)
VT
03/06/2015 - 02/17/2022
RAYMOND JAMES & ASSOCIATES, INC. (Burlington VT)
VT
06/10/2013 - 09/26/2014
UBS FINANCIAL SERVICES INC. (SOUTH BURLINGTON VT)
VT
09/23/2008 - 05/10/2013
EQUITY SERVICES, INC. (MONTPELIER VT)
NY
07/07/2000 - 09/12/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
VT
11/04/1998 - 05/26/2000
EQUITY SERVICES, INC. (MONTPELIER VT)
BOTH
Issued 07/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/12/2009
Series 4 - Registered Options Principal Examination
BC
Issued 08/10/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/13/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2015
Series 31 - Futures Managed Funds Examination
BC
Issued 09/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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