Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Hedtler is a financial advisor with over 30 years of experience in the industry. Rebecca currently works at Captrust, a firm with a strong focus on serving high net worth individuals, charitable organizations, and pension plans. Rebecca has held prior roles at Cammack LaRhette Advisors, LLC, Cammack LaRhette Brokerage, Inc., Lincoln Financial Advisors Corporation, and several other firms. Rebecca is licensed in Illinois and North Carolina and holds the Series 6, Series 63, and Series 65 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
02/22/2023 - Present
Captrust (Highland Park IL)
MA
04/08/2020 - 07/07/2021
CAMMACK LARHETTE BROKERAGE, INC. (Wellesley MA)
MA
08/30/2001 - 04/18/2018
CAMMACK LARHETTE BROKERAGE, INC. (Wellesley MA)
IN
10/01/1996 - 10/23/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
NY
01/10/1994 - 08/31/2001
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
CT
10/15/1993 - 04/06/1999
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
ME
09/17/1992 - 10/01/1996
UNUM SALES CORPORATION (PORTLAND ME)
NY
07/21/1989 - 01/10/1994
MONY SECURITIES CORP. (NEW YORK NY)
CT
12/02/1991 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
NY
07/21/1989 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
IA
Issued 06/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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