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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 Devereux is a financial advisor with over 20 years of experience in the industry. Rebecca is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Montgomery, Alabama. She specializes in providing financial advice to a wide range of clients, including individuals, businesses, trusts, estates, and retirement plans. Prior to joining Merrill Lynch, Rebecca was a financial advisor with Wells Fargo Clearing Services, LLC in Montgomery, Alabama. She also previously worked for Morgan Stanley DW Inc. in Purchase, New York. Rebecca is a Series 7, Series 63, and Series 65 licensed financial advisor and is committed to providing her clients with personalized financial advice and strategies to help them achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
AL
02/16/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MONTGOMERY AL)
AL
11/19/2015 - 02/19/2021
WELLS FARGO CLEARING SERVICES, LLC (MONTGOMERY AL)
AL
05/16/2001 - 11/20/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MONTGOMERY AL)
NY
04/04/2000 - 04/17/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
04/22/1998 - 03/28/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/13/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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