Rebekah Hartmann, financial advisor Columbia  MO

Rebekah Hartmann

CRD Number: 7655931
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Rebekah Hartmann (CRD# 7655931) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia , MO and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Columbia, MO Feb 2023 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia, MO Oct 2022 - Current 1
Unemployed Columbia, MO May 2022 - Oct 2022 < 1
Animal Family Veterinary Care Center Davenport, IA Sep 2020 - May 2022 1
University Of Missouri Columbia, MO Jul 2018 - May 2022 3
University Of Saskatchewan Saskatoon, Jun 2017 - Jun 2018 1
Varied - Numerous Veterinary Clinics/hospitals Portland, Tacoma, Prescott, Etc, OR Jun 2014 - May 2017 2
Westside Veterinary Clinic Flagstaff, AZ Jan 2014 - May 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2023
Contact Info for Rebekah L. Hartmann
Phone Number: 800-637-7455
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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