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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 Ivester is a financial advisor with LPL Financial LLC in FORT MILL, SC. Rebecca has been working in the financial services industry since 2002. Rebecca is registered with FINRA and is licensed in 53 states. Rebecca specializes in working with high-net-worth individuals, corporations or other businesses, and pension and profit-sharing plans. Rebecca has experience with Morgan Stanley Smith Barney and Citigroup Global Markets Inc.
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
SC
10/21/2011 - Present
LPL Financial LLC (FORT MILL SC)
NC
06/01/2009 - 04/26/2010
MORGAN STANLEY SMITH BARNEY (CHARLOTTE NC)
NC
10/06/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHARLOTTE NC)
BC
Issued 11/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/22/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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