Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Marie Tapia is a financial advisor with over 11 years of experience in the financial services industry. Rebecca is registered with Global Retirement Partners LLC and holds the Series 66, Series 7 and SIE licenses. Rebecca has previously worked for Heffernan Securities, LLC and LPL Financial LLC. Rebecca has experience in portfolio management, financial planning, and pension consulting. Rebecca specializes in working with high net worth individuals, individuals other than high net worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.
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.
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.
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CA
01/12/2015 - Present
Global Retirement Partners LLC (Walnut Creek CA)
CA
06/21/2011 - 04/08/2015
HEFFERNAN SECURITIES, LLC (SAN FRANCISCO CA)
BOTH
Issued 10/03/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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