Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Ireland is a financial professional with over 18 years of experience in the industry. Rebecca has a broad range of experience working with individuals, businesses, and institutions. Rebecca is currently registered with Raymond James & Associates, Inc. in Mobile, AL. Before joining Raymond James, Rebecca was employed by HARBOR FINANCIAL SERVICES, LLC and STERNE AGEE FINANCIAL SERVICES, INC. Rebecca holds Series 7, 9, 10, 63, and SIE licenses.
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.
Please see note in schedule d - miscellaneous
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.
1
2
AL
11/24/2015 - Present
Raymond James & Associates, Inc. (MOBILE AL)
AL
01/29/2008 - 11/10/2015
HARBOR FINANCIAL SERVICES, LLC (MOBILE AL)
AL
04/19/2007 - 01/28/2008
STERNE AGEE FINANCIAL SERVICES, INC. (FAIRHOPE AL)
AL
01/12/2006 - 05/09/2007
MORGAN KEEGAN & COMPANY, INC. (FAIRHOPE AL)
BC
Issued 07/26/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/23/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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