Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebekka? Claim Your ProfileRebekka Nikole Starr is a financial advisor at D.A. Davidson & Co. and Wells Fargo Clearing Services, LLC in Bozeman, Montana. Rebekka has been in the industry since 2015 and holds Series 63, 65, 7TO and SIE licenses. Rebekka specializes in financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and publication of periodicals. Rebekka has worked with a wide range of clients, including individuals, corporations, businesses, and charitable organizations.
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.
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.
1
2
MT
02/19/2025 - Present
D.a. Davidson & Co. (BOZEMAN MT)
IA
Issued 12/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/22/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/26/2023
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
Not sure Rebekka Starr is the right advisor for you? Invested Better is here to help.
