Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebekah? Claim Your ProfileRebekah Woei is a registered representative with Wells Fargo Clearing Services, LLC. Rebekah has been in the financial services industry since October 2022. Rebekah is licensed to conduct business in Alabama, Arizona, California, Florida, Michigan, Nevada, and Texas. Rebekah holds Series 63, 66, 7TO, and SIE securities licenses. Rebekah also has a background working with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Rebekah is an active member of the financial services community and is committed to providing her clients with the highest quality of service. Rebekah is passionate about helping her clients achieve their financial goals. Rebekah offers a wide range of financial services, including investment consulting services, financial planning, pension consulting, and portfolio management for businesses and individuals. Rebekah is committed to providing her clients with personalized attention and advice.
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
FL
07/24/2024 - Present
Wells Fargo Clearing Services, LLC (TAMPA FL)
TX
10/03/2022 - 12/12/2023
J.P. MORGAN SECURITIES LLC (Plano TX)
BOTH
Issued 01/11/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/23/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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