Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Charlotte Craig is an investment advisor representative at Kestra Advisory Services, LLC in Severna Park, Maryland. Rebecca has been in the securities industry since 1996 and has experience working with a variety of clients, including individuals, corporations, and institutions. Rebecca is registered with the state of Maryland as an investment advisor representative. Kestra Advisory Services, LLC is a registered investment advisor with the SEC. The firm offers a variety of investment advisory services to individuals, families, and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MD
04/18/2016 - Present
Kestra Advisory Services, LLC (SEVERNA PARK MD)
MD
01/04/1999 - 12/31/2009
MEDALLION INVESTMENT SERVICES, INC. (SEVERNA PARK MD)
TN
09/03/1996 - 12/31/1998
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
GA
01/30/1996 - 09/19/1996
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
IA
Issued 08/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/25/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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