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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebekah? Claim Your ProfileRebekah Peterson is a financial advisor registered with Fidelity Personal And Workplace Advisors. Rebekah is a Certified Financial Planner with over 16 years of experience in the financial industry. She holds Series 66, Series 63, Series 7 and Series 9 licenses. Rebekah has previously worked for Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. She is currently licensed in California and Texas. Rebekah provides financial planning services to individuals and businesses.
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.
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.
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2
CA
02/04/2021 - Present
Fidelity Personal AND Workplace Advisors (SAN DIEGO CA)
CA
07/26/2010 - 10/08/2012
FIDELITY BROKERAGE SERVICES LLC (BURBANK CA)
CT
01/24/2005 - 08/14/2008
FIDELITY BROKERAGE SERVICES LLC (GREENWICH CT)
RI
01/07/2003 - 02/18/2005
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
04/12/2000 - 12/31/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 11/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/07/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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