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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Becky? Claim Your ProfileBecky Mary belle Leever is a financial advisor with Fidelity Personal And Workplace Advisors, registered with both the state of North Carolina and Texas. Becky is a Series 7TO and Series 66 licensed financial advisor with over 10 years of experience in the financial services industry. Becky has worked with multiple financial institutions, including Southern Bank and Trust, Bank of America, and Wells Fargo, before joining Fidelity in 2021. Becky works with a variety of clients, including individuals, high-net-worth individuals, families, businesses, and charitable organizations. Becky provides financial planning, portfolio management, and other investment services to clients.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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NC
01/08/2025 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
BOTH
Issued 08/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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