Rebecca Beatty

Current Employers

Employment History

• 01/2022 → 05/2025
  Shankland Financial Advisors, Llc
  Hendersonville, NC
• 12/2011 → 01/2022
  Wells Fargo Home Mortgage
  Springfield, IL
• 06/2023 → 05/2025
  Shankland Financial Advisors, Llc
  Hendersonville, NC
• 05/2025 → Present
  Brookstone Financial Advisors, Llc
  Wheaton, IL

Previous Registrations

• 2023-02-24 → 2025-05-23
  Shankland Financial Advisors, Llc
  Springfield, IL
  Flat Rock, NC
  Flat Rock, NC

Other Businesses

B&B Wealth Advisors, LLC - The business is investment related solely with respect to the purchase of life insurance products (annuities, etc.) that would be considered an investment in terms of the overall client portfolio. - 2 Lambert Lane, Springfield, IL 62704 - Sale of Insurance Products such as life insurance and annuities - Position: Owner - Title: Lead Insurance Producer & Life Insurance Expert - Start date: June 3, 2025 - Number of hours/month devoted to other business: 10 hours per month - Number of hours devoted to the other business during securities trading hours: 0 hours per month - Duties: Determine client(s) needs pertaining to their overall portfolio in terms of protection, either of assets, family, etc. Determine if there are any insurance products currently available from any company that would meet the client's needs. Recommend products to the client based on their needs while maintaining a fiduciary aspect (client(s)' needs always come before my personal needs) and go over the benefits of the products available. Write products based on client decisions and service them in perpetuity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-02-21

Other Names

• Rebecca Burnett