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Rebecca Falbo Schoonover

Cetera Investment Advisers LLC

Elkins, WV

CRD 4655292

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Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-01-12
WV RA APPROVED 2014-01-21
  • TX RA
    APPROVED_RES
    Since 2023-01-12
  • WV RA
    APPROVED
    Since 2014-01-21

Branch Locations

211-213 Third Street, Elkins, WV 26241 • 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
Citizens Bank Of Wv Elkins WV 10/2012 Present
Cetera Investment Services Llc St.CLoud MN 10/2012 Present
Cetera Investment Advisers Llc Elkins WV 01/2014 Present
  • 10/2012 → Present
    Citizens Bank Of Wv
    Elkins, WV
  • 10/2012 → Present
    Cetera Investment Services Llc
    St.CLoud, MN
  • 01/2014 → Present
    Cetera Investment Advisers Llc
    Elkins, WV
Previous Registrations
Other Businesses

1.) MEMBER OF BOARD OF DIRECTORS FOR MOUNTAIN MEMORIES ASSISTED LIVING AND RETIREMENT; 1 HR/MOS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-31
S63 Uniform Securities Agent State Law Examination 2003-06-19
  • S66 Uniform Combined State Law Examination
    2007-01-31
  • S63 Uniform Securities Agent State Law Examination
    2003-06-19
Other Names
  • Rebecca Lea Falbo
  • Rebecca F Schoonover

View on SEC IAPD

Nearby Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
WESTMINSTER FINANCIAL ADVISORY CORP

Nearby Investors

KENNETH ROY GEORGE
Cora Lee Nucilli
Christopher J. Fry

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · ELKINS, WV
EDWARD JONES · ELKINS, WV
AMERIPRISE FINANCIAL SERVICES, LLC · Elkins, WV

More in Elkins, WV

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