Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Michelle Esrock is a financial advisor currently employed by Stifel, Nicolaus & Company, Inc., located in St. Louis, MO. Rebecca has been in the industry since February 2014. Rebecca holds the Series 63, Series 50, and Series 52 licenses. Rebecca is also registered in Illinois, Kentucky and Missouri. Rebecca's firm specializes in providing financial planning, portfolio management, and pension consulting services. The firm also offers educational seminars and selection of other advisors. Rebecca's firm has offices in St. Louis, MO.
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.
1
2
MO
02/19/2014 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
BC
Issued 04/07/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 02/19/2014
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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