Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Shurtz is a financial advisor with Concourse Financial Group Securities, Inc., with over 11 years of experience in the industry. Rebecca has experience in working with clients of varying backgrounds, including individuals, high-net-worth individuals, businesses, and retirement plans. Rebecca is registered in 51 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Rebecca is also a CERTIFIED FINANCIAL PLANNER™ professional. Rebecca's experience includes working for Wells Fargo Advisors, LLC and Regions Bank. In addition to her work as a financial advisor, Rebecca is also a board member for TRIUMP SERVICES, a non-profit organization and VESTAVIA DAY SCHOOL.
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.
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
AL
02/15/2022 - Present
Concourse Financial Group Securities, Inc. (Birmingham AL)
AL
02/24/2013 - 04/09/2015
WELLS FARGO ADVISORS, LLC (BIRMINGHAM AL)
BOTH
Issued 02/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/07/2021
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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