Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Chase is a financial advisor with Fidelity Personal And Workplace Advisors. Rebecca has been in the industry since 2015. Rebecca has a Series 7, Series 63, Series 66, Series 9, and Series 10 license and holds the designation of Certified Financial Planner. Rebecca has experience working at Charles Schwab & Co., Inc. and Springleaf Financial Services. Rebecca is registered in Florida, Indiana, Michigan, and Ohio.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MI
06/30/2023 - Present
Fidelity Personal AND Workplace Advisors (ANN ARBOR MI)
MI
11/04/2015 - 04/14/2023
CHARLES SCHWAB & CO., INC. (Troy MI)
BOTH
Issued 11/14/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/27/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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