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Rebecca Bar-shain

Seia

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About Rebecca Bar-shain

Rebecca Bar-shain is a financial advisor with over 16 years of experience in the industry. Rebecca is currently registered with Seia and Cedar Brook Group, both of which are active in Ohio and Texas. Rebecca has Series 7, 31, and SIE licenses. She also holds a Certified Financial Planner designation. Rebecca offers financial planning, portfolio management for individuals and businesses, and educational seminars.

Firm Information

Rebecca Bar-shain is currently registered with Seia. Seia is a financial advisory firm based in Los Angeles, California. They offer financial planning, educational seminars, selection of other advisers, and portfolio management for individuals and businesses. Seia has a total of 103 registered representatives and manages approximately $14.2 billion in assets. The firm primarily serves high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
Seia

2121 AVENUE OF THE STARS

LOS ANGELES, CA 90067

$14.21B

Assets Under Management

74

Total Clients

108

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Rebecca Bar-shain’s Registration & Firm History

OH

06/24/2024 - Present

Seia (Cleveland OH)

OH

04/07/2021 - 06/17/2024

CADARET, GRANT & CO., INC. (Cleveland OH)

OH

07/30/2007 - 04/13/2021

SECURITIES AMERICA, INC. (MAYFIELD HEIGHTS OH)

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Licenses & Designations

BC

Issued 10/18/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/16/2012

Series 31 - Futures Managed Funds Examination

BC

Issued 07/26/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Rebecca Bar-shain. Review regulatory record here.
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