Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Stuart has been a registered representative for over 25 years, specializing in helping individuals and institutions reach their financial goals. Rebecca currently works with Tiaa-Cref Individual & Institutional Services, LLC, a firm with over $32 trillion in assets under management. Previously, Rebecca worked for Fidelity Investments Institutional Services Company, Inc. and Fidelity Brokerage Services LLC. Rebecca has a strong understanding of the financial markets and provides her clients with comprehensive financial planning services, including investment management, retirement planning, and estate planning.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CA
06/01/2020 - Present
Tiaa-Cref Individual & Institutional Services, LLC (PASADENA CA)
CA
09/15/2011 - 09/10/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LOS ANGELES CA)
TX
12/09/2009 - 04/26/2011
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
TX
01/02/2008 - 11/17/2009
FIDELITY BROKERAGE SERVICES LLC (SOUTHLAKE TX)
TX
05/01/1996 - 12/31/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
BC
Issued 02/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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