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Rebeca L. Correa Ehrnrooth

EQUILIBRIUM CAPITAL SERVICES
Portland, OR 97209
Some features on this profile are disabled
CRD#: 7707592
RC

Professional summary

Rebeca Laine Correa Ehrnrooth, who also goes by Rebeca Laine Correa Ehrnrooth, Rebeca Laine Germond Oliveira Correa S, is a registered financial professional currently at EQUILIBRIUM CAPITAL SERVICES, LLC located in Portland, Oregon.

Rebeca is registered as a RR (Registered Representative) and started their career in finance in 2023. Rebeca has worked at 1 firm and has passed the Series 63 and Series 82TO exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Rebeca Laine Correa Ehrnrooth | Rebeca Laine Germond Oliveira Correa S

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Rebeca Laine Correa Ehrnrooth's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 6, 2023 - Present

EQUILIBRIUM CAPITAL SERVICES, LLC

Office #1: 411 Nw Park Ave, Suite 401, Portland, OR 97209
BD
CRD#: 155530
Portland, OR

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 9/29/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 5/26/2023
Limited Representative-Private Securities Offerings
SRO Registrations
RR
FINRA

Current Firm

EC
EQUILIBRIUM CAPITAL SERVICES, LLC
EQUILIBRIUM CAPITAL SERVICES, LLC

CRD#: 155530 / SEC#: , 8-68722

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information

Main Address
411 Nw Park Ave, Suite 401, Portland, OR 97209
Mailing Address
411 Nw Park Ave, Suite 401, Portland, OR 97209
Phone number
(971) 352-8440
Established
Oregon since 10/05/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
EQUILIBRIUM CAPITAL GROUP, LLCPARENT
HOLT, THEODORE DONALDPRESIDENT, CHIEF COMPLIANCE OFFICER, AML COMPLIANCE OFFICER7307925
MOYE, CELESTE WILLATFINOP & CFO6566618

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

EQUILIBRIUM CAPITAL SERVICES, LLC

CRD#: 155530Portland, OR 97209

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