Best Investors Account Sign in

Rebecca Moncivaez

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Indianapolis, IN

Claim This Profile
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-06-02
IN RA APPROVED 2011-08-03
TX RA APPROVED_RES 2009-02-04
CA RA APPROVED 2007-06-05
NC RA APPROVED 2005-05-16
  • FL RA
    APPROVED
    Since 2022-06-02
  • IN RA
    APPROVED
    Since 2011-08-03
  • TX RA
    APPROVED_RES
    Since 2009-02-04
  • CA RA
    APPROVED
    Since 2007-06-05
  • NC RA
    APPROVED
    Since 2005-05-16

Branch Locations

510 E 96Th St, Indianapolis, IN 46240 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Indianapolis IN 06/2002 Present
Bank Of America, N.A. Indianapolis IN 03/2019 Present
  • 06/2002 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
    Indianapolis, IN
  • 03/2019 → Present
    Bank Of America, N.A.
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-05-13
  • S66 Uniform Combined State Law Examination
    2005-05-13
Other Names
  • Rebecca Ruth Beltrame

View on SEC IAPD

Other Firms

SANCTUARY ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWEST FINANCIAL SERVICES INC
INVESTMENT ADVISORS OF INDIANAPOLIS INC
BAXTER CAPITAL MANAGEMENT INC
CRF FINANCIAL GROUP
NORTHBOUND WEALTH
LPL FINANCIAL LLC

Other Investors

MARTIN WAYNE RICE
Michael REED Myers
BEAU MCCOY BARRETT
MICHAEL H LONGLEY
DAVID B GILMORE
Lucy L Gilmore
AARON JAMES PETTERSEN
HOLLY MARIE WHARTON

Other Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
INVESTMENT ADVISORS OF INDIANAPOLIS INC · INDIANAPOLIS, IN
BAXTER CAPITAL MANAGEMENT INC · INDIANAPOLIS, IN

More in Indianapolis, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor