Rebecca Sequeira

Private Wealth Manager

Role: Private Wealth Manager at LPL Financial
Location: New Orleans, LA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Rebecca Sequeira

Rebecca Sequeira is a Private Wealth Manager for LPL Financial covering the Northshore /…

Experience

Private Wealth Manager
LPL Financial
Jan 2013 — Present

Education

St. Olaf College
Bachelor of Arts (B.A.)

Skills

Financial Services
Wealth
Foreign Languages
Asset Management
Trading
Asset Allocation
Banking
Mutual Funds
Risk Management
Insurance
Retirement Planning
Financial Modeling
Financial Advisory
Equities
Wealth Management
Fixed Income
Financial Analysis
Retirement
Wealth Accumulation
Securities
Estate Planning
Institutional Investments
Alternative Investments
Finance
Portfolio Management
Financial Planning
International Business
Investments

Contact information

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Work email
•••••@lpl.com
Personal email
•••••@•••••.com
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Current company

LPL Financial

Financial Services · 15K employees · Founded 1989 · San Diego, California, United States

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. finra.org sipc.org

lpl.com

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