Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Anne Power is a financial professional with over 26 years of experience in the financial services industry. Rebecca is currently a registered representative with LPL Financial LLC, where she has been employed since August 2006. She previously held positions at Van Kampen Funds Inc., Morgan Stanley & Co., Incorporated, and Linsco/Private Ledger Corp. Rebecca is licensed to provide financial advice in Massachusetts.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
08/11/2006 - Present
LPL Financial LLC (BOSTON MA)
TX
07/14/2005 - 07/26/2006
VAN KAMPEN FUNDS INC. (HOUSTON TX)
NY
07/30/2003 - 06/01/2005
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
SC
01/31/2003 - 07/25/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MA
10/04/1996 - 01/31/2003
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
BC
Issued 12/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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