Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Dreyer is an investment advisor representative with LPL Financial LLC. Rebecca has been in the financial services industry since 2002. Rebecca is registered with the state of California. Prior to LPL Financial LLC, Rebecca worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley DW Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company. Rebecca has passed the Series 66, Series 24, SIE, Series 31 and Series 7 examinations. Rebecca has a specialty in providing investment advice to insurance companies, charitable organizations, high net worth individuals, pension and profit sharing plans, corporations, other businesses, and individuals other than high net worth. Rebecca is also registered with the state of Texas. Rebecca provides financial planning, pension consulting, educational seminars and selection of other advisors to their clients.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
01/17/2014 - Present
LPL Financial LLC (LONG BEACH CA)
CA
05/05/2006 - 01/23/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEAL BEACH CA)
NY
03/21/2003 - 05/08/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
MN
07/11/2002 - 03/03/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/11/2002 - 03/03/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 07/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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