Unclaimed
Rebecca Flint is a financial professional with over 27 years of experience in the financial services industry. Rebecca is currently registered with Osaic Wealth, Inc. and is located in Scottsdale, Arizona. Rebecca has a strong background in investment advisory services and has held previous positions with Securities America, Inc., U.S. Bancorp Investments, Inc., Linsco/Private Ledger Corp., Spectrum Capital, Inc., and National Planning Corporation. Rebecca holds multiple securities licenses including Series 6, 7, 24, 26, 52TO, 53, and 66. Rebecca is also a Chartered Financial Consultant. Rebecca is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals.
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.
1
2
AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NE
09/30/2015 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
IA
03/28/2003 - 09/04/2015
U.S. BANCORP INVESTMENTS, INC. (COUNCIL BLUFFS IA)
SC
05/31/2000 - 12/20/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NE
02/15/2000 - 06/01/2000
SPECTRUM CAPITAL, INC. (OMAHA NE)
DE
04/14/1999 - 02/17/2000
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
CA
01/16/1996 - 01/18/1999
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BOTH
Issued 6/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/26/2016
Series 4 - Registered Options Principal Examination
BC
Issued 2/23/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 6/24/2003
Series 24 - General Securities Principal Examination
BC
Issued 6/4/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/7/2000
Series 7 - General Securities Representative Examination
BC
Issued 1/15/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Rebecca Flint is the right advisor for you? Invested Better is here to help.
Invested Better, LLC ("Invested Better") provides a matching service whereby users are connected with third-party financial advisors ("Advisors") who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.
Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.
Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.