Rebecca Esther Feliciano beltran
Investment adviser representative at Stonecrest Advisors, Inc.
17 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$398.8MFirm assets
Are you Rebecca Esther Feliciano beltran? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Stonecrest Advisors, Inc.Mar 2018 to now
- Stonecrest Capital Markets, Inc.Mar 2018 to now
- First Southern Asset Management LLCJul 2017 to Mar 2018
- First Southern Securities, LLC.Jul 2017 to Mar 2018
- First Southern, LLCJul 2017 to Mar 2018
- Santander SecuritiesJun 2009 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 3 states (FL, PR, TX).
Stonecrest Advisors, Inc.
$398.8MAssets managed
477Clients
20Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4090412
- Firm CRD
- 142095