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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 Ruvolo is a financial advisor with over 15 years of experience in the industry. Rebecca is currently registered with Voya Financial Advisors, Inc. in Ohio and Florida. Rebecca is a Certified Financial Planner™ and holds the Series 7, Series 63 and Series 66 licenses. Rebecca has previously worked with several other firms including Charles Schwab & Co., Inc., ScotTrade, Inc., Mutual of America Life Insurance Company and Mutual of America Securities LLC. Rebecca provides financial planning, portfolio management and educational seminars for individuals, businesses and charitable organizations.
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.
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.
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2
OH
01/06/2024 - Present
Voya Financial Advisors, Inc. (INDEPENDENCE OH)
OH
08/14/2023 - 12/19/2023
CHARLES SCHWAB & CO., INC. (Richfield OH)
OH
09/04/2018 - 07/27/2023
VOYA FINANCIAL ADVISORS, INC. (INDEPENDENCE OH)
OH
06/04/2018 - 09/12/2018
CHARLES SCHWAB & CO., INC. (Lyndhurst OH)
OH
03/02/2018 - 04/30/2018
VOYA FINANCIAL ADVISORS, INC. (INDEPENDENCE OH)
OH
01/15/2015 - 03/09/2018
SCOTTRADE, INC. (Warrensville Heights OH)
OH
07/07/2014 - 01/12/2015
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (AKRON OH)
OH
07/07/2014 - 01/12/2015
MUTUAL OF AMERICA SECURITIES LLC (AKRON OH)
MO
10/21/2013 - 11/26/2013
EDWARD JONES (ST. LOUIS MO)
OH
02/15/2011 - 04/23/2012
PNC INVESTMENTS (WOODMERE OH)
OH
01/24/2006 - 01/31/2011
LONGBOW SECURITIES, LLC (INDEPENDENCE OH)
BOTH
Issued 02/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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