Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Leigh Jones is an active investment advisor representative with Cambridge Investment Research Advisors, Inc. Rebecca has been in the industry since April 2001. Rebecca is registered to provide advisory services in Colorado, Florida, and Texas. She is also registered to provide Broker/Dealer services in 23 states including Alabama, Arizona, California, Colorado, Florida, Illinois, Indiana, Kansas, Missouri, Nebraska, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, and more. Rebecca has experience working with individuals, families, and trusts. Rebecca's primary focus is providing comprehensive financial planning, investment management, and retirement planning services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
FL
03/02/2020 - Present
Cambridge Investment Research Advisors, Inc. (DeLand FL)
FL
04/13/2007 - 09/21/2010
EDWARD JONES (DELAND FL)
FL
04/11/2001 - 04/16/2007
WACHOVIA SECURITIES, LLC (DELAND FL)
BOTH
Issued 07/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/10/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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