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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 Mikel is a financial advisor at Osaic Wealth, Inc. Rebecca has been in the financial industry since 2001 and has experience in providing a variety of financial services, including financial planning, portfolio management, and pension consulting. Rebecca is registered with the Securities and Exchange Commission and holds the Series 63, Series 65, Series 7, and SIE licenses. Rebecca has been recognized for their commitment to providing excellent client service and helping clients achieve their financial goals. Rebecca is dedicated to building long-term relationships with clients and providing them with personalized financial advice.
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.
A percentage of the total value of assets under management is charged.
1
2
SD
01/19/2024 - Present
Osaic Wealth, Inc. (PIERRE SD)
SD
08/16/2010 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (PIERRE SD)
SD
07/07/2006 - 08/13/2010
UVEST FINANCIAL SERVICES GROUP, INC. (PIERRE SD)
SD
07/25/2001 - 06/21/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (PIERRE SD)
IA
Issued 10/26/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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