Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Tegerdal is an active investment advisor representative with Wells Fargo Clearing Services, LLC. Rebecca has been in the financial industry since 2004 and holds registrations in several states including California, Texas, and others. Rebecca has also worked previously at UBS Financial Services Inc. in Carmel, CA. Rebecca has a strong background in financial services and has passed multiple industry exams including the Series 66, Series 10, Series 9, Series 7, and the Securities Industry Essentials Examination. Rebecca also owns a plumbing company and has a diverse understanding of business and finance. Rebecca's current branch office locations are Carmel, CA and Palo Alto, CA.
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.
Investment consulting services to 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
09/13/2017 - Present
Wells Fargo Clearing Services, LLC (CARMEL CA)
CA
11/14/2003 - 02/06/2013
UBS FINANCIAL SERVICES INC. (CARMEL CA)
BOTH
Issued 08/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/29/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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