Rebecca Jensen (CRD# 7159451) is an Investment Advisor Representative working at Apex Advisory Group, Inc. in Spokane, WA and has over 4 years of experience in the finance industry.
CRD# 5310745
Selkirk Wealth Advisors, LLC
CRD# 7057448
Charles Schwab & Company, Inc.
CRD# 6408097
Interfund Management Services, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Nylife Securities LLC | Spokane, WA | Nov 2019 - Current | 4 |
New York Life Insurance Company | Spokane, WA | Aug 2019 - Current | 4 |
Max Q Training Company, Inc. | Spokane, WA | Apr 2008 - Jul 2019 | 11 |
Sphyra, LLC | Spokane Valley, WA | Dec 2008 - Nov 2018 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2019 |
S65 | NASAA Investment Advisors Law Examination | May 2020 |
- WA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
WA
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