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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 is a financial advisor with Cetera Investment Advisers LLC. Rebecca has been in the financial services industry since October 29, 2002. Prior to joining Cetera Investment Advisers LLC, Rebecca worked at CUNA BROKERAGE SERVICES, INC. and SWS FINANCIAL SERVICES. Rebecca is registered with the state of Florida and holds the Series 6, Series 7, Series 66 and SIE licenses. Rebecca specializes in providing financial planning, pension consulting, and educational seminars to individuals, businesses 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 05/11/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/18/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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