Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Cortez is a financial advisor at Raymond James Financial Services, Inc. in Pipestone, Minnesota. Rebecca has been in the financial services industry since 2011 and holds the Series 7, Series 63, and SIE licenses. Prior to joining Raymond James, Rebecca worked at Cri Securities, LLC, Securian Financial Services, Inc. and Ameriprise Financial Services, 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.
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.
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2
MN
05/22/2018 - Present
Raymond James Financial Services, Inc. (PIPESTONE MN)
SD
02/06/2015 - 12/31/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (YANKTON SD)
MN
06/26/2012 - 05/30/2014
CRI SECURITIES, LLC (MINNEAPOLIS MN)
MN
06/26/2012 - 05/30/2014
SECURIAN FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
10/24/2011 - 05/14/2012
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BC
Issued 09/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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