Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Arnold is a financial advisor with over nine years of experience in the financial services industry. Rebecca currently works at SPC, and has previously held roles at SA Stone Wealth Management Inc., Dominion Investor Services, Inc. and LPL Financial LLC. Rebecca is registered with FINRA and holds licenses in 15 states, including Alabama, Arkansas, California, Georgia, Idaho, Louisiana, New Mexico, Tennessee, Texas, and Utah. Rebecca has passed the Series 66, Series 7 and SIE exams. Rebecca offers a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
TX
02/02/2021 - Present
SPC (San Angelo TX)
TX
08/06/2018 - 01/28/2021
SA STONE WEALTH MANAGEMENT INC. (SAN ANGELO TX)
TX
08/18/2017 - 08/02/2018
DOMINION INVESTOR SERVICES, INC. (SAN ANGELO TX)
TX
03/11/2016 - 08/22/2017
SA STONE WEALTH MANAGEMENT INC. (SAN ANGELO TX)
TX
01/03/2014 - 03/09/2016
LPL FINANCIAL LLC (SAN ANGELO TX)
BOTH
Issued 04/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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