Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Harris Avery is a registered representative with Wells Fargo Clearing Services, LLC. Rebecca has been in the industry since 2006 and has offices in Greenville, NC and Chocowinity, NC. Rebecca is licensed in NC, TX, FL, IN, MO, TN, and VA. Rebecca is also licensed to provide investment advisory services. Rebecca has experience in financial planning, pension consulting, and portfolio management. Rebecca holds Series 6, 7, 63, and 65 licenses as well as the SIE. In addition to working with Wells Fargo Clearing Services, LLC, Rebecca has also worked with First Citizens Investor Services, 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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
1
2
NC
08/21/2023 - Present
Wells Fargo Clearing Services, LLC (GREENVILLE NC)
NC
09/25/2006 - 10/21/2014
FIRST CITIZENS INVESTOR SERVICES, INC. (WASHINGTON NC)
IA
Issued 04/26/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/22/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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