Unclaimed
Rebecca Calabro is a financial advisor with UBS Financial Services Inc., a well-established firm with over 700 billion dollars in regulatory assets under management. Rebecca has been in the financial industry since December 2018 and is registered to provide investment advice and securities services in multiple states. Rebecca holds the Series 7TO, Series 66 and SIE licenses and has a proven track record of success in helping clients reach their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MI
10/16/2024 - Present
UBS Financial Services Inc. (Detriot MI)
MI
12/13/2018 - 12/20/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)
BOTH
Issued 06/10/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/22/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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