Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Maas is a financial advisor with over 20 years of experience in the industry. Rebecca is currently registered with Davenport & Co. LLC, a firm that provides a variety of financial services. Rebecca has held previous roles at Wells Fargo Clearing Services, LLC, First Clearing, LLC and Wachovia Securities, LLC. Rebecca specializes in a wide range of financial services and offers a broad range of client types including individuals, high net worth individuals, insurance companies, corporations, and investment companies. Rebecca is committed to providing her clients with personalized financial advice that meets their individual needs.
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.
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.
12b-1 fees and/or shareholder servicing fees
1
2
VA
02/27/2018 - Present
Davenport & Co. LLC (RICHMOND VA)
VA
11/11/2016 - 01/25/2018
WELLS FARGO CLEARING SERVICES, LLC (GLEN ALLEN VA)
MO
08/01/2014 - 11/11/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
VA
12/13/2005 - 07/10/2008
FIRST CLEARING, LLC (RICHMOND VA)
MO
03/15/1994 - 12/15/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NA
01/19/1988 - 06/06/1988
JOHN HANCOCK DISTRIBUTORS, INC.
BC
Issued 04/13/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/05/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/2004
Series 4 - Registered Options Principal Examination
BC
Issued 04/01/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2018
Series 7 - General Securities Representative Examination
BC
Issued 03/19/2018
Series 57 - Securities Trader Exam
BC
Issued 08/01/2014
Series 99 - Operations Professional Examination
BC
Issued 04/03/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/18/1988
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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