Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Chicco is a financial advisor with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc.. Rebecca has been in the industry since 2010 and is registered with the state of Florida. Rebecca has a variety of experience in the financial services industry, including working with individuals, corporations, and high-net-worth clients. She has a strong understanding of financial planning, portfolio management, and investment strategies.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
12/12/2019 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
WI
07/05/2011 - 12/24/2013
SII INVESTMENTS, INC. (APPLETON WI)
CA
10/23/2013 - 12/23/2013
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
FL
07/05/2011 - 12/20/2013
INVEST FINANCIAL CORPORATION (TAMPA FL)
FL
02/24/2010 - 06/30/2011
UBS FINANCIAL SERVICES INC. (CLEARWATER FL)
BOTH
Issued 12/09/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2022
Series 24 - General Securities Principal Examination
BC
Issued 06/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/25/2019
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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