Rhonda L. Staelgraeve-secor
Professional summary
Rhonda Lynn Staelgraeve-secor, CFP®, who also goes by Rhonda Secor, Rhonda Lynn Staelgraeve, Rhonda Staelgraeve, Rhonda Lynn Staelgraevesecor, is a registered financial advisor currently at RLS PRIVATE WEALTH CONSULTING, INC. located in Hollister, California.
Rhonda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Rhonda has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Rhonda Lynn Staelgraeve-secor's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2006
Experience
March 16, 2021 - Present
RLS PRIVATE WEALTH CONSULTING, INC.
January 3, 2011 - September 5, 2012
WELLS FARGO CLEARING SERVICES, LLC
January 3, 2011 - September 5, 2012
WELLS FARGO CLEARING SERVICES, LLC
October 30, 2003 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
October 28, 2003 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
July 9, 2001 - October 14, 2003
KEYBANC CAPITAL MARKETS INC.
May 14, 1999 - November 28, 2000
KEYBANC CAPITAL MARKETS INC.
August 7, 1998 - May 14, 1999
KEY INVESTMENTS INC.
June 16, 1997 - May 29, 1998
SECURIAN FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/16/2021)
Exams
Current Firm
RLS PRIVATE WEALTH CONSULTING, INC.
CRD#: 312496 / SEC#:
Contact information
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 | ||
| 08/21/2024 |
Red Flags
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