Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Hensley is a financial advisor with over 20 years of experience in the industry. Rebecca has a comprehensive understanding of the financial markets and is committed to providing her clients with personalized financial advice and guidance. Rebecca is registered to provide securities and investment advisory services in several states, including Texas, Florida, Kentucky, Louisiana, New Mexico, Utah, and Washington. Rebecca is affiliated with LPL Financial LLC, a leading independent broker-dealer. Rebecca specializes in providing financial planning, portfolio management, and investment advisory services to a variety of clients, including individuals, families, 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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
04/02/2018 - Present
LPL Financial LLC (HOUSTON TX)
TX
02/26/2018 - 04/02/2018
TD AMERITRADE, INC. (WEBSTER TX)
TX
01/10/2017 - 02/26/2018
SCOTTRADE, INC. (WEBSTER TX)
TX
02/20/2015 - 01/27/2017
UBS FINANCIAL SERVICES INC. (PLANO TX)
TX
04/01/2013 - 03/09/2015
MORGAN STANLEY (HOUSTON TX)
TX
12/13/2010 - 03/25/2013
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
TX
01/31/2008 - 09/16/2009
WELLS FARGO ADVISORS, LLC (AUSTIN TX)
TX
11/11/2005 - 01/04/2008
UBS FINANCIAL SERVICES INC. (AUSTIN TX)
AR
04/30/2002 - 10/18/2005
STEPHENS INC. (LITTLE ROCK AR)
NY
11/27/2000 - 05/03/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
TX
03/30/2000 - 11/09/2000
THE PENN INVESTMENT GROUP INC. (AUSTIN TX)
MO
09/13/1999 - 04/03/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 01/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/19/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 09/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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