Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Epperly is a financial advisor who has been in the industry for over 20 years. Rebecca has a Series 7, Series 63, and Series 65 licenses. Rebecca is registered to provide investment advice in Florida and Texas and has worked with Truist Advisory Services, Inc. since 2018. Rebecca previously worked for UBS Financial Services Inc., Morgan Stanley, Citigroup Global Markets Inc., and Royal Alliance Associates, Inc.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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FL
07/15/2019 - Present
Truist Advisory Services, Inc. (BAL HARBOUR FL)
FL
02/28/2013 - 08/21/2018
UBS FINANCIAL SERVICES INC. (AVENTURA FL)
FL
06/01/2009 - 03/11/2013
MORGAN STANLEY (AVENTURA FL)
FL
11/07/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (AVENTURA FL)
AZ
02/16/2000 - 08/26/2005
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 10/06/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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