Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Peterson-male is a financial advisor with Charles Schwab & Co., Inc. based in Lone Tree, CO. Rebecca has been working in the financial services industry since 2005. Rebecca holds Series 7, Series 66, and SIE licenses. Rebecca also holds the Certified Financial Planner designation. Rebecca's previous experience includes working for USAA Financial Advisors, Inc. and OneAmerica Securities, Inc.
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
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2
CO
05/23/2020 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
TX
10/21/2010 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
05/22/2009 - 09/30/2010
ONEAMERICA SECURITIES, INC. (BUDA TX)
TX
10/05/2005 - 05/13/2009
UBS FINANCIAL SERVICES INC. (AUSTIN TX)
BOTH
Issued 11/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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