Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Hiestand is a registered representative at Charles Schwab & Co., Inc. Rebecca is a financial advisor with over 16 years of experience. Rebecca is licensed to conduct business in Indiana as well as other states. Prior to joining Charles Schwab & Co., Inc., Rebecca was with Raymond James Financial Services, Inc. Rebecca holds Series 7, 63 and 66 registrations and a SIE designation. Rebecca offers a wide range of financial planning services.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
IN
04/15/2019 - Present
Charles Schwab & CO., Inc. (Indianapolis IN)
IN
08/16/2002 - 12/31/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (CROWN POINT IN)
BOTH
Issued 4/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/15/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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