Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Haleva is a registered representative with Charles Schwab & CO., Inc. She is licensed in New York and has been in the financial services industry since 2024. Rebecca has passed the General Securities Representative Examination (Series 7TO) and the Securities Industry Essentials Examination (SIE). Rebecca holds a designation from McGill Alumni Association of NYC where she serves as Co-Chair. Rebecca has worked previously at companies including Uncommon Goods, Full Time Education, Unemployed, Ilan High School, Chabad of the Shore, and Full Time Education. Rebecca also has experience working for Charles Schwab Bank, SSB.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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NY
12/17/2024 - Present
Charles Schwab & CO., Inc. (New York City NY)
BC
Issued 09/09/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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