Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Bennett is a financial advisor with over 19 years of experience in the industry. Rebecca is currently registered with Morningstar Investment Services LLC, where she has been employed since October 2022. Rebecca has previously worked at First Trust Portfolios L.P., Invesco Distributors, Inc., Guggenheim Funds Distributors, LLC and DWS Investments Distributors, Inc. Rebecca holds Series 6, 7, 24, 51, 63 and 66 licenses. Rebecca specializes in portfolio management for individuals and businesses, and selection of other advisors. Rebecca is also a board chair for Canine Therapy Corps, a non-profit organization.
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.
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.
Aua
1
2
IL
05/25/2023 - Present
Morningstar Investment Services LLC (CHICAGO IL)
IL
09/25/2019 - 10/25/2022
FIRST TRUST PORTFOLIOS L.P. (WHEATON IL)
IL
04/24/2018 - 05/30/2019
INVESCO DISTRIBUTORS, INC. (DOWNERS GROVE IL)
IL
03/03/2014 - 04/18/2018
GUGGENHEIM FUNDS DISTRIBUTORS, LLC (chicago IL)
IL
11/19/2010 - 03/03/2014
GUGGENHEIM DISTRIBUTORS, LLC (LISLE IL)
IL
03/07/2005 - 12/09/2010
DWS INVESTMENTS DISTRIBUTORS, INC (CHICAGO IL)
OH
05/22/2003 - 03/01/2005
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
BOTH
Issued 07/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/29/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/20/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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