Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Schlundt is a registered representative with Cu Investment Solutions Llc and has been in the industry since 2004. Rebecca is licensed in Illinois, Indiana, Minnesota, and Utah. Rebecca holds the Series 7, Series 63, and Series 65 securities licenses as well as the SIE exam. Rebecca has a strong background in financial services and is committed to providing her clients with personalized investment advice.
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.
Non discretionary investment advisory for institutional clients
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.
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2
KS
11/30/2012 - Present
CU Investment Solutions LLC (OVERLAND PARK KS)
IL
01/13/2004 - 11/30/2012
BALANCE SHEET SOLUTIONS LLC (NAPERVILLE IL)
IA
Issued 01/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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