Rebecca
Clauer
Principal Securities, Inc
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About this Advisor
Rebecca Clauer is a financial advisor based in Addison, Texas, working with Principal Securities, Inc. Rebecca has previously held positions at Tiaa, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Axa Advisors, LLC, Little Dragon, Fidelity Investments, Principal Securities, Inc, and Principal Life Insurance Company. Rebecca has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Rebecca is part of Principal Securities, Inc, which operates out of Addison, Texas. The firm has 384 offices and 1,349 employees. The firm manages assets totaling $12.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Principal Securities, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Principal Securities, Inc Brokerage Details
$12,105,712,948
1,349
54,844
$220,730
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Rebecca Clauer Work History
Principal Securities, Inc
Principal Life Insurance Company
Fidelity Investments
Little Dragon
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Axa Advisors, LLC
Tiaa
Disclosures
Please visit the SEC profile of Rebecca Clauer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Principal Securities, Inc
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