Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Blaschak is an Investment Advisor Representative with Raymond James Financial Services Advisors, Inc. Rebecca has been in the securities industry since 2014, with experience in the financial services field. Rebecca obtained her Series 65 and 66 licenses and her Series 7TO and SIE exams. Rebecca works at the Rockville, MD location for Raymond James Financial Services Advisors, Inc. Rebecca is a Certified Financial Planner. Rebecca also works with Lee, Sipe and Associates and Serving Those Who Serve (STWS) in Rockville, MD, and Shipley's Choice Community Association in Millersville, MD.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MD
03/15/2024 - Present
Raymond James Financial Services Advisors, Inc. (Rockville MD)
BOTH
Issued 07/23/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/31/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/19/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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