Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Campagnuolo is a financial advisor at UBS Financial Services Inc. Rebecca has been in the financial industry since 2002 and has experience working with a variety of clients, including individuals, families, businesses, and institutions. Rebecca is a Series 7, 6, and 63 licensed financial advisor. She is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Rebecca is dedicated to providing her clients with exceptional service and building long-term relationships based on trust and transparency.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TN
04/30/2024 - Present
UBS Financial Services Inc. (NASHVILLE TN)
NY
09/16/2010 - 03/13/2024
BNY MELLON SECURITIES CORPORATION (UNIONDALE NY)
NY
10/20/2004 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (GARDEN CITY NY)
NY
02/24/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
06/28/2000 - 01/06/2004
DREYFUS SERVICE CORPORATION (NEW YORK NY)
BC
Issued 06/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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