Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Borton is a financial advisor at Avantax Advisory Services. Rebecca has over 9 years of experience in the financial services industry. Rebecca holds the Series 7, Series 63 and Series 66 licenses as well as the SIE. Rebecca is also a Certified Financial Planner. Rebecca offers a variety of services, including financial planning, portfolio management, and pension consulting. Rebecca works with a wide range of clients, including individuals, families, businesses, and retirement plans. Rebecca is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
VA
11/01/2024 - Present
Avantax Advisory Services (Herndon VA)
VA
05/21/2018 - 09/04/2018
MORGAN STANLEY (MCLEAN VA)
VA
12/16/2014 - 05/09/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (RESTON VA)
BC
Issued 11/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/01/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Rebecca Borton is the right advisor for you? Invested Better is here to help.
