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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Goering is a financial advisor with TLG Advisors, Inc., specializing in financial planning, investment management, and retirement planning. Rebecca has over 17 years of experience in the financial services industry, working with clients of various types including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. Rebecca's expertise extends to portfolio management for individuals, businesses, and pooled investment vehicles. Rebecca is also a licensed insurance agent and is actively involved in various community organizations.
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.
Placement of institutional funds
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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2
KS
07/31/2018 - Present
TLG Advisors, Inc. (SALINA KS)
KS
06/09/2017 - 07/13/2018
VOYA FINANCIAL ADVISORS, INC. (Hutchinson KS)
KS
06/28/2013 - 12/02/2015
LPL FINANCIAL LLC (HUTCHINSON KS)
KS
05/25/2010 - 07/01/2013
CETERA INVESTMENT SERVICES LLC (HUTCHINSON KS)
KS
01/01/2008 - 05/21/2010
WELLS FARGO ADVISORS, LLC (HUTCHINSON KS)
KS
04/27/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HUTCHINSON KS)
BOTH
Issued 08/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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