Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Saffran is a financial advisor with Raymond James Financial Services Advisors, Inc. with over 12 years of experience in the financial services industry. Rebecca has a Series 7, 66 and 24 licenses. She is registered to provide investment advice in California. Rebecca is a licensed associate for Mission Fed Credit Union in San Diego and has been in this role since 2018. Rebecca's background includes experience with Ocean Beach Business Center and San Diego State University.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
12/02/2020 - Present
Raymond James Financial Services Advisors, Inc. (San Diego CA)
BOTH
Issued 11/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Rebecca Saffran is the right advisor for you? Invested Better is here to help.
