Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca DeCesaro is a financial advisor with over 15 years of experience in the industry. Rebecca is registered with J.p. Morgan Securities LLC and J.p. Morgan Private Wealth Advisors LLC. Rebecca is a member of the FINRA and has a Series 7, Series 63, and Series 65 licenses. Rebecca offers a variety of financial services including financial planning, pension consulting, selection of other advisors, and portfolio management for both businesses and individuals.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OR
11/27/2023 - Present
J.p. Morgan Securities LLC (Portland OR)
OR
03/14/2016 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Portland OR)
MI
01/04/1995 - 02/07/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
TX
12/04/1991 - 07/25/1994
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
10/12/1988 - 04/27/1990
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
NY
05/12/1988 - 09/23/1988
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
12/22/1987 - 03/31/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
BC
Issued 10/09/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/08/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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