Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Ann Holcomb is a financial advisor with Ameriprise Financial Services, LLC. Rebecca has been in the financial services industry since 2001. Rebecca has a total of 2 product exams. Rebecca is currently registered with FINRA and is licensed to provide financial services in the state of Florida. Rebecca is a financial advisor with over 20 years of experience in the financial services industry and is dedicated to helping clients achieve their financial goals. Rebecca has worked for a variety of financial institutions including Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and Raymond James Financial Services, Inc. Rebecca is passionate about providing personalized financial advice and guidance to her clients. Rebecca has a track record of 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
1
2
FL
06/07/2019 - Present
Ameriprise Financial Services, LLC (TAMPA FL)
FL
04/29/2011 - 05/14/2019
MORGAN STANLEY (TAMPA FL)
FL
04/02/2007 - 01/15/2009
MORGAN STANLEY & CO. INCORPORATED (TAMPA FL)
FL
02/22/2006 - 04/02/2007
MORGAN STANLEY DW INC. (TAMPA FL)
NY
01/05/2004 - 09/27/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
04/24/2001 - 08/01/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
FL
05/02/1995 - 04/01/1999
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Rebecca Holcomb is the right advisor for you? Invested Better is here to help.
