Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Gruber is an investment advisor representative who has been in the industry since 2014. Rebecca is currently registered with Truist Advisory Services, Inc. and Truist Investment Services, Inc. Rebecca's professional experience includes previous employment with Fifth Third Securities, Inc. Rebecca is licensed to provide investment advice in 54 states and is qualified to offer a range of advisory services, including financial planning, portfolio management, and selection of other advisors. Rebecca has earned both the Series 66 and Series 63 licenses and has passed the Series 7, SIE, and Series 6TO exams.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
FL
11/18/2022 - Present
Truist Advisory Services, Inc. (NAPLES FL)
FL
03/04/2015 - 11/14/2022
FIFTH THIRD SECURITIES, INC. (BONITA SPRINGS FL)
FL
12/18/2013 - 04/04/2014
FIFTH THIRD SECURITIES, INC. (NAPLES FL)
BOTH
Issued 11/15/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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