Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Loftin Johnson is a financial advisor with Ameriprise Financial Services, LLC. Rebecca has been in the financial industry for 35 years. Rebecca is registered with the state of North Carolina, and has the Series 63, Series 7, and SIE licenses. Rebecca is a Certified Financial Planner and has experience providing financial advice to individuals, corporations, charitable organizations, trusts/estates, insurance companies, and pension and profit-sharing plans. Rebecca is also a member of the Board of Directors for Johnson. Rebecca's previous experience includes working at IDS Life Insurance Company and First Union Brokerage Services, Inc.
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.
Asset allocation services
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
NC
07/12/2012 - Present
Ameriprise Financial Services, LLC (CHARLOTTE NC)
MN
04/26/1989 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NC
04/20/1988 - 04/27/1989
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 07/13/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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