Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Picazo is an investment advisor representative with J.p. Morgan Securities LLC. Rebecca has been in the financial services industry since March 1998. Rebecca is licensed to provide investment advice in 53 states and the District of Columbia. She holds the Series 7, Series 63, and Series 66 securities licenses and is a registered representative of FINRA. Rebecca is also a registered investment advisor representative in the state of Texas. Rebecca has previous experience with UnionBanc Investment Services, LLC, Bear, Stearns & Co. Inc., and Dean Witter Reynolds Inc.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
06/24/2024 - Present
J.p. Morgan Securities LLC (LOS ANGELES CA)
CA
06/08/2005 - 05/03/2007
UNIONBANC INVESTMENT SERVICES, LLC (SAN GABRIEL CA)
NY
07/16/1998 - 06/03/2005
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
02/12/1998 - 06/16/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 11/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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