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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecka? Claim Your ProfileRebecka Waller is a financial advisor currently registered with &partners, a firm with offices in Clayton, Missouri and Luzerne, Pennsylvania. Rebecka has been in the financial industry since June 2019. Rebecka is licensed in Pennsylvania and Texas and has a Series 7, Series 66, and SIE license. Rebecka has previously worked at WELLS FARGO CLEARING SERVICES, LLC. Rebecka is a registered investment advisor in Pennsylvania and Texas. Rebecka has experience with a wide variety of client types, including individuals, businesses, trusts, and retirement plans. Rebecka provides a range of services, including financial planning, portfolio management, and investment advisory services.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
MO
07/03/2024 - Present
&partners (Clayton MO)
PA
06/11/2019 - 07/11/2024
WELLS FARGO CLEARING SERVICES, LLC (PLAINS PA)
BOTH
Issued 08/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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