Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Stevens is an investment advisor representative with Osaic Wealth, Inc., a Registered Investment Advisor located in Scottsdale, AZ. Rebecca has been in the financial industry for over 35 years. She holds the Series 7, 63, 65, and SIE licenses. Rebecca is also a Chartered Financial Consultant. She is registered to provide investment advice in Arizona, Oregon, and Washington. Rebecca provides a range of advisory services to individuals, businesses, and retirement plans. Her approach is tailored to each client's unique needs and goals. Rebecca is dedicated to helping her clients achieve financial success.
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.
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2
WA
06/14/2024 - Present
Osaic Wealth, Inc. (VANCOUVER WA)
WA
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (VANCOUVER WA)
WA
03/12/2008 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (VANCOUVER WA)
WA
06/01/1987 - 03/14/2008
AXA ADVISORS, LLC (VANCOUVER WA)
NY
06/01/1987 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 12/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/29/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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