Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Becca? Claim Your ProfileBecca Henry Stockdale is an investment advisor representative with Raymond James Financial Services Advisors, Inc.. Becca has been in the financial services industry since 2008. Becca has passed the Series 7, Series 66 and SIE exams. Previously, Becca has worked at PRINCIPAL SECURITIES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Becca specializes in Retirement planning and has a license in Life insurance, Variable life insurance, Accident and health insurance, Annuities, Long term care insurance, Property and Casualty insurance, Mutual funds, Variable annuities, and Stocks.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NC
09/01/2020 - Present
Raymond James Financial Services Advisors, Inc. (Raleigh NC)
NC
03/13/2019 - 09/04/2020
PRINCIPAL SECURITIES, INC. (RALEIGH NC)
NC
11/04/2011 - 02/22/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CARY NC)
NC
08/21/2008 - 10/31/2011
UBS FINANCIAL SERVICES INC. (RALEIGH NC)
BOTH
Issued 11/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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