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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 Minnich is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Rebekah is a registered representative in the state of Pennsylvania and Texas. Rebekah is licensed to provide financial advice on a wide variety of financial products and services including securities, insurance, mutual funds, and variable annuities. Rebekah has been in the financial services industry since 2011. Prior to joining Merrill Lynch, Rebekah worked at WELLS FARGO ADVISORS, LLC and JANNEY MONTGOMERY SCOTT LLC. Rebekah has a strong track record of success in helping her clients achieve their financial goals. Rebekah is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
PA
07/08/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WYOMISSING PA)
PA
02/18/2014 - 06/24/2014
WELLS FARGO ADVISORS, LLC (READING PA)
PA
11/07/2011 - 02/18/2014
JANNEY MONTGOMERY SCOTT LLC (NEW HOPE PA)
PA
03/31/2011 - 11/11/2011
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 09/26/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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