Unclaimed
Rebecca Greene is an investment advisor representative with Fifth Third Securities, Inc. in Fairview Park, OH. Rebecca has been in the securities industry since February 2016. Rebecca has passed the Series 6, Series 7, Series 63, and Series 65 exams. Rebecca is registered in Ohio. Rebecca also has previous experience with Citizens Securities, Inc.
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.
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.
Sponsor wrap fee program
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.
1
2
OH
02/11/2020 - Present
Fifth Third Securities, Inc. (FAIRVIEW PARK OH)
OH
01/21/2016 - 01/08/2020
CITIZENS SECURITIES, INC. (ROCKY RIVER OH)
IA
Issued 8/15/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/4/2017
Series 7 - General Securities Representative Examination
BC
Issued 1/21/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Rebecca Greene is the right advisor for you? Invested Better is here to help.