Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Poe is a financial professional with over 20 years of experience in the industry. Rebecca currently works with W&S Brokerage Services, Inc. Rebecca holds Series 6, 26 and 63 licenses and specializes in providing financial advice to individuals. Rebecca's previous experience includes working for Touchstone Securities, Inc. and IFS Fund Distributors, 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.
Helps you choose top advisors aligned with your financial goals.
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
OH
03/27/2017 - Present
W&S Brokerage Services, Inc. (CINCINNATI OH)
OH
02/15/2002 - 12/31/2015
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
OH
04/27/2001 - 12/31/2001
IFS FUND DISTRIBUTORS, INC. (CINCINNATI OH)
BC
Issued 04/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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