Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebekah? Claim Your ProfileRebekah Cornell is a financial advisor with over 16 years of experience in the industry. Rebekah is currently registered with LPL Financial LLC in Fort Mill, South Carolina, and has previously worked at Fifth Third Securities, Inc., Northwestern Mutual Investment Services, LLC, American Express Financial Advisors Inc., and IDS Life Insurance Company. Rebekah holds Series 63, 66, 7 and 24 securities licenses and is licensed to provide investment advice in Michigan and South Carolina.
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.
Consulting and other non-discretionary advisory services
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
SC
08/22/2018 - Present
LPL Financial LLC (FORT MILL SC)
MI
02/28/2017 - 08/30/2018
FIFTH THIRD SECURITIES, INC. (GRAND LEDGE MI)
MI
12/06/2016 - 02/08/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (EAST LANSING MI)
MI
03/23/2006 - 11/14/2016
FIFTH THIRD SECURITIES, INC. (GRAND LEDGE MI)
MN
07/10/2002 - 07/06/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/10/2002 - 07/06/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/10/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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