Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Berry is a financial advisor with Wells Fargo Clearing Services, LLC, a firm that has over $10 billion to $50 billion in assets under management. Rebecca has been in the industry since 2007. Rebecca is a registered investment advisor and has licenses to sell securities in Arkansas, Indiana, Massachusetts, and Utah. Rebecca has experience working with individual clients, businesses, and institutions. Rebecca also provides financial planning, portfolio management, and investment consulting services.
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.
Investment consulting services to institutional clients
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.
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2
IN
05/24/2022 - Present
Wells Fargo Clearing Services, LLC (FORT WAYNE IN)
IN
06/13/2011 - 10/26/2011
PNC INVESTMENTS (FORT WAYNE IN)
IN
07/09/2010 - 10/29/2010
NRP FINANCIAL, INC. (FORT WAYNE IN)
IN
04/25/2007 - 06/18/2010
CHASE INVESTMENT SERVICES CORP. (FORT WAYNE IN)
IA
Issued 09/08/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/04/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2015
Series 31 - Futures Managed Funds Examination
BC
Issued 09/01/2010
Series 7 - General Securities Representative Examination
BC
Issued 04/24/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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