Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Buckley is a financial advisor with over 40 years of experience in the financial services industry. Rebecca is currently registered with Strategic Portfolio Advisors, a Registered Investment Advisor in Nevada, and has previously been affiliated with UBS Financial Services Inc., Prudential Securities Incorporated, Paine, Webber, Jackson & Curtis Inc., J Daniel Bell & Company, Inc. and First Colorado Investments & Securities, Inc. Rebecca has a broad range of experience in the industry, with expertise in financial planning, portfolio management and insurance. Rebecca's specializations include providing financial planning and portfolio management services to corporations, high-net-worth individuals, and other individuals. Rebecca is committed to providing personalized financial guidance and helping clients achieve their financial goals.
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.
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
NV
05/01/2009 - Present
Strategic Portfolio Advisors (LAS VEGAS NV)
NV
01/12/2001 - 05/20/2009
UBS FINANCIAL SERVICES INC. (LAS VEGAS NV)
NY
06/03/1983 - 01/16/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
01/29/1982 - 06/15/1983
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
02/05/1982 - 02/17/1982
J DANIEL BELL & COMPANY, INC.
NA
12/14/1981 - 01/04/1982
FIRST COLORADO INVESTMENTS & SECURITIES, INC.
BC
Issued 04/03/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/1989
Series 3 - National Commodity Futures Examination
BC
Issued 11/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
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