Unclaimed
Rebecca Dehainaut is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Rebecca has been in the financial services industry since 2008. Rebecca is licensed to provide investment advice in 51 states and the District of Columbia. Rebecca has a strong track record of helping individuals and families achieve their financial goals. Rebecca offers a variety of financial services, including retirement planning, college savings, and investment management. Rebecca is committed to providing her clients with personalized service and a high level of expertise. Rebecca's experience with John Hancock Distributors LLC and Transamerica Investors Securities Corporation gives Rebecca a well-rounded perspective on the financial services industry.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
PA
04/30/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Sewickley PA)
MA
03/28/2016 - 02/08/2024
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
NY
10/08/2014 - 02/10/2016
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
MA
09/29/2008 - 10/07/2014
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
BOTH
Issued 04/17/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/26/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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