Rebecca A. Ibarra
Professional summary
Rebecca Altamirano Ibarra, who also goes by Rebecca Altamirano, is a registered financial professional currently at WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC located in Walnut Creek, California.
Rebecca is registered as a RR (Registered Representative) and started their career in finance in 2007. Rebecca has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Rebecca Altamirano Ibarra's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 18, 2024 - Present
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC
Office #1: 1850 Mt Diablo Blvd Suite 100, Walnut Creek, CA 94596January 16, 2024 - June 30, 2025
LPL FINANCIAL LLC
February 24, 2011 - January 2, 2024
MORGAN STANLEY
June 1, 2009 - January 2, 2024
MORGAN STANLEY
April 30, 2007 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/30/2025)
Exams
FINRA
Current Firm
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC
CRD#: 130139 / SEC#: , 8-66305
Contact information
FINRA licenses (51 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| WEALTH ENHANCEMENT GROUP, LLC | OWNER | |
| CAHN, JAMES LOREN | VICE PRESIDENT | 6052512 |
| CAIN, STEPHANIE M | HEAD OF SUPERVISION | 4081085 |
| CLARK, LISA LYNN | OPERATIONS OFFICER | 2271616 |
| DEKKO, JEFFREY THOMAS HAROLD | VICE PRESIDENT | 4648018 |
| DIECKHAUS, JOSEPH ALAN | CHIEF COMPLIANCE OFFICER | 5374613 |
| FURCHT, ELIZABETH ANN | SECRETARY | 5778785 |
| WINDORSKI, KELLY JOSEPH | CHIEF MANAGER AND CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, TREASURER, AND FINANCIAL OPERATIONS PRINCIPAL | 3211118 |
Red Flags
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Company Information
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC
CRD#: 130139Walnut Creek, CA 94596TRUST BUT VERIFY
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