Rebecca Hern

Senior Vice President, Investments and FC in Charge
Financial Planning, Retirement Planning, Wealth Management, Wealth Transfer Planning

Biography

Rebecca Hern is Senior Vice President of Investments for Wedbush Securities’ budding office and growing footprint in Dallas, TX. Having a particular focus on helping divorced or widowed women, Rebecca believes in crafting highly personalized financial plans tailored to each of her unique clients. Regardless of background, Rebecca acts as an advocate for her clients and is committed to navigating through their financial journeys with a hands-on approach.

With over a decade of experience in finance, Rebecca’s journey began as a Licensed Personal Banker and includes roles at WesBanco Bank, NA, PNC Bank, NA, and UBS Financial. Beginning with assisting clients in meeting their fundamental financial needs, Rebecca established a solid foundation for comprehensively addressing their entire financial picture. Her subsequent three-year tenure as a Financial Advisor and Assistant Vice President at Merrill Lynch marked a pivotal period where she honed her skills in client-focused financial planning. Joining Wedbush represented a natural progression for Rebecca.

Returning to the area from Lexington, KY, Rebecca has firmly rooted herself in Dallas, which she proudly calls home. Beyond her professional pursuits, she enjoys scuba diving and tennis. Engaged in her community, Rebecca actively contributes to the Junior League of Lexington and Dallas and is a Giving Mas ambassador. Yet, the greatest joys in Rebecca’s life come from her two beloved French Bulldogs, Abby and Charlie.

RECOGNITION/MEMBERSHIPS

• Junior League of Lexington and Dallas joint member
• Giving Mas Ambassador

Wedbush Next

Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.

With Wedbush NEXT clients can:

  • Open a Wedbush NEXT spend account
  • Set and manage savings goals
  • Access curated automated investing portfolios

     

To get started, use your mobile phone to scan the QR Code. If you’re already on your phone, just tap the Code!

About Wedbush

Since our founding in 1955, Wedbush has been a leader in the financial services industry providing our clients, both private and institutional, with a wide range of securities brokerage, wealth management, and investment banking services; Headquartered in Los Angeles, California with 100 registered offices and nearly 900 colleagues, the firm focuses on client service and financial safety, innovation, and the utilization of advanced technology.

Follow us on LinkedInTwitter, and Facebook.

The background of this firm and investment professionals may be found on FINRA’s BrokerCheck

Wedbush Financial Advisors and Independent Contractors may only conduct business with the residents of the states and/or jurisdictions for which they are properly registered.

Wedbush is an affiliate of Qapital, a fintech company. Advisory services associated with Wedbush Next Powered by Qapital are provided by Qapital Invest, LLC (“Qapital Invest”) an SEC-registered investment advisor and affiliate of Wedbush. Sales representatives associated with Wedbush Securities Inc. may receive compensation for referrals to Qapital and/or Qapital Invest. 

Securities and Investment Advisory services are offered through Wedbush Securities, Inc. Member NYSE/FINRA/SIPC.

Third party entities named are not associated with Wedbush Securities.

Investment professionals may only conduct business and provide recommendations with residents of the states for which they are properly licensed. You can check the registration and background of an investment professional and their firm.

Please refer to FINRA’s BrokerCheck website for this information: FINRA’s BrokerCheck. 

Fixed income securities are subject to increased loss of principal during periods of rising interest rates and are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by contacting your Wedbush Financial Advisor and/or Registered Representative. Past performance is never a guarantee of future returns.

BrokerCheck is a trusted tool that shows you employment history, certifications, licenses, and any violations for brokers and investment advisors.