Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Kishbaugh is a financial advisor with Truist Advisory Services, Inc. in Charlotte, NC. Rebecca has been working in the financial industry since 2007 and holds a Series 7, Series 66 and SIE licenses. Rebecca has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Ameriprise Financial Services, Inc. and BB&T Securities, LLC. Rebecca is also a registered representative with the Financial Industry Regulatory Authority (FINRA) and is a member of the North Carolina Securities Division.
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.
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Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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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NC
02/17/2021 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
VA
12/12/2017 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
06/01/2016 - 12/13/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
10/21/2011 - 07/12/2016
AMERIPRISE FINANCIAL SERVICES, INC. (DURHAM NC)
NC
06/01/2009 - 10/26/2011
MORGAN STANLEY SMITH BARNEY (DURHAM NC)
NC
08/27/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DURHAM NC)
FL
04/18/2007 - 09/08/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 8/6/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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