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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 Gail Clark is a registered representative of Fidelity Personal and Workplace Advisors, where she has been employed since January 2020. Rebecca is licensed to provide investment advice in 53 states and the District of Columbia, as well as Texas as a resident. She has a combined total of 5 years of experience in the financial services industry, dating back to her time at Cedar Surgical Veterinary Hospital in Concord, NH. Rebecca has obtained the Series 7, Series 63, Series 66, and Series 9 & 10 licenses, and the SIE exam. She has also earned the distinction of having over $1 billion - $10 billion in assets under management. Rebecca is committed to providing a high level of personalized service to her clients, and her specialties include financial planning, portfolio management, and investment education. She is also involved in the community, volunteering as a pet sitter for clients in Concord, NH.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NH
10/28/2020 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
BOTH
Issued 10/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/05/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/15/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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