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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 Higgins True is a financial advisor with over 20 years of experience in the industry. Rebecca has worked with Cambridge Investment Research Advisors, Inc. since August 2024 and has been a Registered Representative and Investment Advisor Representative for the company. Prior to joining Cambridge Investment Research Advisors, Inc., Rebecca was with TRIAD ADVISORS LLC, and previously with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Rebecca is currently registered in Florida, Texas, and California to provide investment advice. Rebecca holds Series 7, 31, and 66 licenses.
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.
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.
Solicitation fees from 3rd party money managers
1
2
FL
08/24/2024 - Present
Cambridge Investment Research Advisors, Inc. (Windermere FL)
FL
05/22/2009 - 08/23/2024
TRIAD ADVISORS LLC (Windermere FL)
FL
07/23/2002 - 05/27/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ORLANDO FL)
FL
12/02/2005 - 03/08/2006
ADVEST, INC. (ORLANDO FL)
NY
02/14/2002 - 05/20/2002
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BOTH
Issued 08/02/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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