Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Leonard is an Investment Advisor Representative at Linc Wealth Solutions in Norristown, PA. Rebecca is a licensed Investment Advisor Representative in Pennsylvania. Rebecca has been in the securities industry since 2013 and has experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Rebecca Leonard holds the Series 7, 63, and 65 securities licenses.
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.
Helps you choose top advisors aligned with your financial goals.
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
PA
04/07/2015 - Present
Linc Wealth Solutions (NORRISTOWN PA)
PA
01/07/2013 - 09/16/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MEDIA PA)
BC
Issued 02/06/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/28/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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