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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 Verr is a financial advisor with The Colony Group, LLC. Rebecca has been in the industry since 2000 and holds Series 6, 7, 63, 66 and SIE licenses. Rebecca has experience working with individual clients and has worked at multiple financial firms throughout her career, including J.P. Morgan Securities LLC, Charles Schwab & Co., Inc., and M. S. HOWELLS & CO.. Rebecca is currently licensed in Arizona.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
AZ
06/19/2024 - Present
THE Colony Group, LLC (Scottsdale AZ)
AZ
10/20/2022 - 12/31/2022
M. S. HOWELLS & CO. (SCOTTSDALE AZ)
AZ
08/26/2019 - 08/11/2022
CHARLES SCHWAB & CO., INC. (Scottsdale AZ)
AZ
09/09/2013 - 01/17/2014
J.P. MORGAN SECURITIES LLC (PEORIA AZ)
TX
08/07/2000 - 07/11/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 04/21/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/06/2019
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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