Securities America Advisors, Inc
About this Advisor
Rebecca Pitschmann is a financial advisor based out of La Vista, Nebraska, who has been in the financial industry for 11 years. Pitschmann is an employee of Securities America Advisors, Inc. Throughout their career, they have worked at Securities America, Conifer Health Solutions, Securities America, Inc and Securities America Advisors. Pitschmann has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Nebraska. Securities America Advisors, Inc is a financial advisory company headquartered in La Vista, Nebraska. The company has offices in 1,271 locations and a total of 1,989 financial advisors. It controls $29 billion in assets among its 184,356 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 20 charities and foundations. Of its 184,356 client accounts, 15% belong to high-net-worth individuals who have at least $1 million in assets. The company offers a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fees are based on which services the firm provides the client. However, fee types billed by Securities America Advisors, Inc can consist of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Securities America Advisors, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Rebecca Pitschmann Work History
Rebecca has 11 years of experience.
Securities America Advisors
Securities America, Inc
Conifer Health Solutions
Rebecca Pitschmann has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Securities America Advisors, Inc
Wellesley Hills, MA