Rebecca Meister (CRD# 7150466) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in North Charleston, SC and has over 4 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mutual Of Omaha Investor Services | Charleston, SC | Jul 2019 - Current | 4 |
| Mutual Of Omaha Insurance Company | Charleston, SC | Jul 2019 - Current | 4 |
| Meister Integrated Composites | Summerville, SC | May 2019 - Current | 5 |
| Ignite Creative | Seattle, WA | May 2021 - Dec 2021 | < 1 |
| The Grill At Windmill Station | Summerville, SC | Jun 2019 - Aug 2019 | < 1 |
| Robert Half | Summerville, SC | Mar 2019 - Jun 2019 | < 1 |
| Office Of The General Assembly-pcusa | Louisville, KY | Mar 2018 - Mar 2019 | 1 |
| Cane Bay Presbyterian Church | Summerville, SC | Sep 2017 - Feb 2019 | 1 |
| Starbucks | Summerville, SC | Jul 2017 - Mar 2018 | < 1 |
| Second Presbyterian Church | Richmond, VA | Sep 2016 - Jun 2017 | < 1 |
| Union Presbyterian Seminary | Richmond, VA | Aug 2015 - May 2017 | 1 |
| Slap Productions | Chesterfield, VA | Apr 2015 - May 2017 | 2 |
| First Presbyterian Church | Great Falls, MT | Aug 2016 - Aug 2016 | < 1 |
| Camp Hanover | Mechanicsville, VA | May 2012 - Jul 2016 | 4 |
| Greenville Health System | Greenville, SC | May 2015 - Aug 2015 | < 1 |
| Carol Grotnes Belk Library | Elon, NC | Apr 2011 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2019 |
| S63 | Uniform Securities State Law Examination | Mar 2021 |
- SC
-
Total Assets Under Management15MILLIONS
-
Total Number of Accounts74ACCOUNTS
-
Average Account Value$209,436
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.