Rebecca Dinneen
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Cetera Investment Advisers LLCMar 2024 to now
- Cetera Advisors LLCFeb 2024 to now
- Charles Schwab Bank SsbNov 2023 to Jan 2024
- Charles Schwab and Co., Inc.Dec 2022 to Jan 2024
- TD Ameritrade/schwabJan 2022 to Dec 2022
- UnemployedSep 2021 to Jan 2022
- Institutional Cash Distributors, LLCOct 2018 to Sep 2021
- UnemployedMay 2018 to Oct 2018
- TD AmeritradeJan 2018 to May 2018
- Scottrade IncMay 2015 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 6480705
- Firm CRD
- 105644