Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Watson is a financial advisor with over 20 years of experience in the financial services industry. Rebecca holds licenses to sell securities and provide investment advice in 53 states. Rebecca is a registered representative and investment advisor representative with LPL Financial LLC and has worked with LPL Financial since 2014. Previously, Rebecca worked with Hanson McClain Securities, Brecek & Young Advisors, Inc., and E*TRADE Securities LLC. Rebecca has a broad range of experience and holds a Series 65 (Uniform Investment Adviser Law Examination) license and Series 63 (Uniform Securities Agent State Law Examination) license along with Series 53 (Municipal Securities Principal Examination), Series 4 (Registered Options Principal Examination), and Series 24 (General Securities Principal Examination) licenses. Rebecca also has passed the Series 52TO (Municipal Securities Representative Examination), SIE (Securities Industry Essentials Examination), and Series 7 (General Securities Representative Examination). Rebecca has specializations in 1, 2, 3, 4, 5, and 6.
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
SC
09/21/2021 - Present
LPL Financial LLC (NORTH MYRTLE BEACH SC)
CA
02/12/2008 - 08/25/2014
HANSON MCCLAIN SECURITIES (FOLSOM CA)
CA
09/10/2007 - 02/08/2008
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
CA
04/19/2004 - 12/31/2005
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
NJ
10/15/2002 - 09/19/2003
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NJ
09/03/2002 - 09/19/2003
E*TRADE CLEARING LLC (JERSEY CITY NJ)
NJ
08/29/1997 - 09/03/2002
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
IA
Issued 08/12/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/09/1999
Series 4 - Registered Options Principal Examination
BC
Issued 04/01/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Rebecca Watson is the right advisor for you? Invested Better is here to help.
