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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 Maurer is a financial advisor registered with MML Investors Services, LLC, based in West Point, MS. She has been in the financial industry since 2008 and specializes in providing financial advice for individuals, businesses, trusts, foundations, endowments, and pension and profit-sharing plans. Rebecca Maurer is also registered as an Investment Advisor Representative with the state of Mississippi. She previously worked with MSI FINANCIAL SERVICES, INC., LPL FINANCIAL LLC, and EDWARD JONES. Rebecca Maurer holds FINRA Series 7 and Series 66 licenses.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MS
03/25/2017 - Present
MML Investors Services, LLC (WEST POINT MS)
MS
06/30/2011 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WEST POINT MS)
IN
08/10/2010 - 06/10/2011
LPL FINANCIAL LLC (INDIANAPOLIS IN)
IN
01/04/2008 - 08/04/2010
EDWARD JONES (INDIANAPOLIS IN)
BOTH
Issued 01/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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