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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 Suzanne Obermeier is an investment advisor representative associated with IC Advisory Services, Inc., a registered investment advisor firm located in Bedminster, New Jersey. Rebecca Obermeier is registered to provide investment advisory services in Indiana. Rebecca Obermeier is also a registered representative of Citigroup Global Markets Inc. with the Series 7, 9, 10 and 66 securities licenses. Rebecca Obermeier has been providing investment advisory services since 2003. Rebecca Obermeier has experience working with clients including high-net-worth individuals, pension plans, corporations, individuals, and charitable organizations.
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.
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2
IL
03/21/2023 - Present
IC Advisory Services, Inc. (CHICAGO IL)
IL
05/29/2007 - 12/17/2008
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IL
08/06/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (CHICAGO IL)
MN
03/05/2003 - 08/05/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/05/2003 - 08/05/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/18/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/30/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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