Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca McLean is a financial advisor with over 30 years of experience in the industry. She currently works with The Huntington Investment Co. where she provides advisory services for individuals, businesses, and charitable organizations. Rebecca has been registered with the Financial Industry Regulatory Authority (FINRA) since 1989 and has held numerous leadership positions within the firm.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IN
04/03/2024 - Present
THE Huntington Investment Co. (Batesville IN)
IN
03/23/2016 - 05/17/2022
FIFTH THIRD SECURITIES, INC. (BATESVILLE IN)
IN
10/25/1990 - 02/02/2016
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
IN
06/20/1989 - 10/12/1990
UNIFIED MANAGEMENT CORPORATION (INDIANAPOLIS IN)
BOTH
Issued 09/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/17/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/30/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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