Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Bulinski Falk is a financial advisor with over 18 years of experience in the industry. Rebecca has been with UBS Financial Services Inc. since 2006 and is registered to provide investment advice in Minnesota and Texas. Rebecca also holds several industry licenses, including Series 7, 31, and 66, as well as the SIE exam. She specializes in working with a variety of clients, including individuals, families, businesses, and institutions. Rebecca provides a wide range of financial services, including financial planning, investment management, and retirement planning. Rebecca is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
See schedule d - miscellaneous
1
2
MN
01/29/2008 - Present
UBS Financial Services Inc. (WAYZATA MN)
MN
01/26/2006 - 12/19/2006
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
BOTH
Issued 02/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 01/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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