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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 Wilcox is a financial advisor with Coldstream Wealth Management. Rebecca has been in the financial industry for over 20 years. She has a strong background in financial planning and portfolio management. Rebecca is also a Chartered Financial Analyst. She has experience working with a variety of clients, including individuals, families, businesses, and non-profit organizations. Rebecca is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Rebecca is registered with the state of Washington as an Investment Advisor Representative and is also registered with the state of California and Oregon. She is committed to providing her clients with sound financial advice and helping them achieve their financial goals.
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.
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.
Project by project basis
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2
WA
07/05/2017 - Present
Coldstream Wealth Management (BELLEVUE WA)
WA
07/29/2003 - 04/14/2014
FREESTONE SECURITIES, LLC (SEATTLE WA)
NY
05/22/1996 - 05/21/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/06/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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