Unclaimed
Rebecca Durkin is a financial advisor registered with Janney Montgomery Scott LLC. Rebecca has been in the securities industry since 2019. She specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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.
Fee plus commission
1
2
SC
08/07/2023 - Present
Janney Montgomery Scott LLC (COLUMBIA SC)
VA
08/16/2022 - 06/26/2023
MORGAN STANLEY (Alexandria VA)
VA
01/15/2019 - 08/17/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALEXANDRIA VA)
BOTH
Issued 06/17/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/12/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/04/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Rebecca Durkin is the right advisor for you? Invested Better is here to help.