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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 Leigh Worlds is a financial advisor with Raymond James Financial Services Advisors, Inc., based in Charlotte, North Carolina. Rebecca has been in the financial services industry since 2000 and holds both Series 63 and 66 licenses, as well as Series 7 and SIE licenses. She previously worked for Morgan Stanley, Wells Fargo Advisors, LLC, and Legg Mason Wood Walker, Incorporated. Rebecca has experience working with a range of clients including individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans. Rebecca provides financial planning, portfolio management, and other advisory services to her clients.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
01/17/2024 - Present
Raymond James Financial Services Advisors, Inc. (Charlotte NC)
NC
08/25/2016 - 12/13/2023
MORGAN STANLEY (Charlotte NC)
NC
02/13/2015 - 08/09/2016
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NC
06/01/2009 - 02/27/2015
MORGAN STANLEY (CHARLOTTE NC)
NC
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CHARLOTTE NC)
NC
11/16/2005 - 04/02/2007
MORGAN STANLEY DW INC. (CHARLOTTE NC)
MD
01/24/2005 - 11/25/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
TN
08/21/2003 - 01/12/2005
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
MO
03/07/2000 - 09/09/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BOTH
Issued 4/2/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/6/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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