Rebecca Ann Hiestand

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2002 → 12/2018
  Raymond James Financial Services, Inc.
  Crown Point, IN
• 01/2019 → Present
  Charles Schwab & Co., Inc.
  Merrillville, IN

Other Businesses

Name of Business : Gymnastics - each high school pays individually Address: Various high schools, Crown Point, IN Nature of the Business: Judge for high school gymnastics Position/Title: Other (paid) Investment Related: No Start Date: 01/02/2017 Hours per month devoted to this business: 11 Hours per month devoted to this business during trading hours: 0 Description of duties: Will judge approx. 8-11 high school meets for various high schools.

Exams

• S66 Uniform Combined State Law Examination
  2019-04-15
• S63 Uniform Securities Agent State Law Examination
  2003-04-15

Other Names

• Becky Fox
• Becky Hiestand
• Rebecca Ann Hiestand
• Rebecca Ann Hiestand,