Rebekah Pennell, financial advisor Marlborough MA

Rebekah Pennell

CRD Number: 6755333
Current Firm: Ferris Capital, LLC

Rebekah Pennell (CRD# 6755333) is an Investment Advisor Representative working at Ferris Capital, LLC in Marlborough, MA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ferris Capital, LLC Marlborough, MA Aug 2020 - Current < 1
Fidelity Brokerage Services LLC Framingham, MA Feb 2017 - Aug 2020 3
Hillsdale College Hillsdale, MI Jan 2014 - Jan 2017 3
Jcpenney Nashua, NH Jun 2016 - Aug 2016 < 1
Banana Republic Factory Store Merrimack, NH Jun 2016 - Aug 2016 < 1
Olivia's Chop House Jonesville, MI May 2014 - Dec 2014 < 1
Americans For Prosperity Arlington, VA Sep 2013 - Dec 2013 < 1
Buffalo Wild Wings Coldwater, MI Jul 2012 - Aug 2013 1
Kellogg Community College Coldwater, MI Jun 2011 - Aug 2013 2
Homeschooled 32 Pierson Street, MI Feb 2007 - May 2011 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2018
S63 Uniform Securities State Law Examination Mar 2017
Contact Info for Rebekah A. Pennell
Phone Number: (508) 281-5200
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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