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Rebekah Monterrosa

Kestra Investment Services, LLC

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About Rebekah Monterrosa

Rebekah Monterrosa is a financial professional with Kestra Investment Services, LLC. Rebekah has been working in the industry since May 2014, when she began working for CUNA Brokerage Services, Inc. In June 2014, Rebekah moved to Kestra Investment Services, LLC. Rebekah is currently registered with FINRA. Rebekah holds the Series 7 and SIE licenses.

Firm Information

Rebekah Monterrosa is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Rebekah Monterrosa’s Registration & Firm History

TX

06/16/2014 - Present

Kestra Investment Services, LLC (Houston TX)

TX

05/27/2014 - 06/18/2014

CUNA BROKERAGE SERVICES, INC. (HOUSTON TX)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/27/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rebekah Monterrosa.
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