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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 Leanne Wolfe is a financial advisor with Morgan Stanley, specializing in providing investment advice to a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and insurance companies. Rebecca has been a registered representative in the financial services industry since 1998. Prior to joining Morgan Stanley, Rebecca was employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and FAM DISTRIBUTORS, INC. Rebecca holds several industry licenses, including Series 6, 7, 63, and 65, and has a strong understanding of the financial markets.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MI
09/08/2014 - Present
Morgan Stanley (Birmingham MI)
MI
09/03/2003 - 09/09/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)
NY
09/01/1998 - 08/29/2003
FAM DISTRIBUTORS, INC. (NEW YORK NY)
NJ
09/06/1995 - 12/07/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 10/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/05/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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