Unclaimed
Rebecca Luan Poulos is a financial advisor with Cambridge Investment Research, Inc. Rebecca has been in the financial services industry since March 8, 2020. Rebecca has a Series 63, Series 6TO, and SIE licenses. Rebecca is registered in Alabama, Arizona, Illinois, Kentucky, Missouri, Oklahoma, and Virginia. Rebecca is a licensed insurance agent in Kentucky.
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.
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.
1
2
KY
08/18/2021 - Present
Cambridge Investment Research, Inc. (Paducah KY)
KY
03/09/2020 - 08/23/2021
CETERA FINANCIAL SPECIALISTS LLC (PADUCAH KY)
BC
Issued 07/16/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/25/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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