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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Ann Leary is a financial advisor who has been in the industry since 2003. Currently, Rebecca is registered with Morgan Stanley. Rebecca holds several licenses including Series 6, 7, 9, 10, 24, 26, 52, 53, and 66. Previously, Rebecca worked at INVEST FINANCIAL CORPORATION, METLIFE SECURITIES INC., and NEW ENGLAND SECURITIES. Rebecca is registered in 53 states, including Florida and Texas.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
04/23/2020 - Present
Morgan Stanley (Tampa FL)
WI
02/01/2016 - 04/24/2018
INVEST FINANCIAL CORPORATION (APPLETON WI)
FL
08/08/2014 - 01/29/2016
METLIFE SECURITIES INC. (ORLANDO FL)
FL
08/20/2014 - 01/02/2015
NEW ENGLAND SECURITIES (ORLANDO FL)
CT
04/08/2003 - 08/13/2014
NEW ENGLAND SECURITIES (WEST HARTFORD CT)
BOTH
Issued 12/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/22/2010
Series 4 - Registered Options Principal Examination
BC
Issued 08/14/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/06/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/07/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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