Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Palmer is a financial advisor with Fruitful, a firm based in New York, NY. Rebecca is also a Certified Financial Planner and has over 7 years of experience in the financial services industry. Rebecca's previous experience includes working as a financial advisor at First Republic Securities Company and Raymond James Financial Services. Rebecca is registered to provide investment advice in Louisiana and New York.
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.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
NY
09/16/2022 - Present
Fruitful (NEW YORK NY)
CA
10/13/2015 - 01/03/2018
FIRST REPUBLIC SECURITIES COMPANY, LLC (Palo Alto CA)
MD
03/09/2015 - 08/06/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (ROCKVILLE MD)
BOTH
Issued 06/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Rebecca Palmer is the right advisor for you? Invested Better is here to help.
