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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Colleen Burrows is a financial advisor registered with LPL Financial LLC since July 2021. Rebecca is also an Investment Advisor Representative and has been in the industry since August 1996. Rebecca has been a Registered Representative for several firms in the past including Waddell & Reed, Lincoln Investment, A.G. Edwards & Sons, Inc., and Edward D. Jones & Co., L.P.. Rebecca has a range of experience and holds Series 7, 6, 63, and 65 licenses. Rebecca also has a strong background in insurance, holding licenses for various insurance carriers, and for Horace Mann and Life of Southwest. Rebecca has a diverse clientele, including high-net-worth individuals, corporations, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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
OK
07/21/2021 - Present
LPL Financial LLC (TULSA OK)
OK
07/19/2011 - 07/21/2021
WADDELL & REED (TULSA OK)
PA
08/08/2006 - 07/11/2011
LINCOLN INVESTMENT (FORT WASHINGTON PA)
NA
12/02/1986 - 01/09/1995
A. G. EDWARDS & SONS, INC.
NA
01/23/1985 - 12/02/1986
EDWARD D. JONES & CO., L.P.
IA
Issued 05/18/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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