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Rebecca Stecher

Advisor at OSAIC

Updated today

Location

Chesapeake City, MD 21915

Credentials

Series 63, Series 65

Industry experience

32 years

About

Rebecca Stecher is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. Her prior roles include positions at Faithward Advisors, American Portfolios Advisors, and Ambassador Advisors. Outside of her advisory work, she is involved in consulting services through Michael J. Stecher, Inc. and serves as managing partner of Doria LC. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a data-driven investment process that integrates risk tolerance assessments with advanced portfolio management tools and offers access to a broad range of investment strategies and platforms.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities

Occupation focus

Based on OSAIC

Founder/Business Owner Executive Retired

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally up to $25,000, can exceed for high net worth individuals; Non-Discretionary Investment Advisory Services fixed fees from $500 to $15,000; Retirement Plan Consulting Services fixed fees from $1,000 to $100,000.

Percentage

$0 - $5,500: Negotiable, varies by Advisory Representative and program $5,500 - $10,000: Negotiable, varies by Advisory Representative and program $10,000+: Negotiable, varies by Advisory Representative and program

Commissions

Advisory Representatives may receive commissions as registered representatives or insurance agents for securities or insurance product sales outside advisory accounts.

Project-based

$0 - $750 per hour for financial planning and consulting services, Non-Discretionary Investment Advisory Services, and Retirement Plan Consulting Services.

Other

Account minimum: $5,500 to $10,000 depending on program Fee-only: Advisory fees negotiated individually by Advisory Representatives; often asset-based fees with wrap or non-wrap structures; fees can be up to 3% annually for Plan Participant Retirement Program; fee schedules vary by program and Advisory Representative.

Location

1160 Town Point Road

Chesapeake City, MD 21915

Most active in

Maryland · Pennsylvania · Utah

Work history

OSAIC

2024 - Present (2 years)

Faithward Advisors, LLC

2023 - 2024 (1 year)

American Portfolios Advisors, Inc.

2013 - 2024 (11 years)

American Portfolios Financial Services, Inc

2013 - 2024 (11 years)

Ambassador Advisors, Llc

2013 - 2023 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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