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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 Leigh Fisher has been a registered representative since June 18, 2002 and is a licensed Investment Advisor Representative. Rebecca is currently registered with Cetera Investment Advisers LLC and has also been previously registered with CUNA Brokerage Services, Inc. and SWS Financial Services. Rebecca has experience working in the financial services industry for over 20 years and has a strong background in investment management and financial planning. Rebecca specializes in working with high-net-worth individuals, corporations, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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2
FL
02/17/2014 - Present
Cetera Investment Advisers LLC (SARASOTA FL)
FL
11/16/2007 - 02/06/2014
CUNA BROKERAGE SERVICES, INC. (SARASOTA FL)
FL
09/30/2004 - 07/05/2007
SWS FINANCIAL SERVICES (SARASOTA FL)
IA
06/19/2002 - 09/30/2004
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
BOTH
Issued 5/11/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2011
Series 7 - General Securities Representative Examination
BC
Issued 6/18/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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