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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 Tolbert is a financial advisor with Ameriprise Financial Services, LLC. Rebecca has been in the financial services industry for 27 years. Rebecca has passed the Series 63, Series 65, Series 7, Series 9, Series 10, and Series 24 exams. Rebecca holds licenses in 18 states. Rebecca specializes in providing financial planning, portfolio management for businesses and individuals, and asset allocation services. Previously, Rebecca worked at IDS LIFE INSURANCE COMPANY for 10 years.
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.
Asset allocation 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.
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NC
02/20/2008 - Present
Ameriprise Financial Services, LLC (Raleigh NC)
MN
04/04/1996 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 05/20/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/10/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/14/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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