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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Lynn Hartnett is an investment advisor representative with Kestra Advisory Services, LLC. Rebecca has been in the financial services industry since 2000 and has a broad range of experience working with individuals, businesses, and high-net-worth clients. Rebecca has a strong background in financial planning, portfolio management, and investment advisory services. Rebecca provides financial advice to clients through Kestra Advisory Services, LLC, and also has experience working with Brotman Financial Group and NFP Securities, Inc. Rebecca is committed to providing her clients with personalized financial advice and guidance to help them 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.
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
MD
05/04/2016 - Present
Kestra Advisory Services, LLC (TIMONIUM MD)
MD
02/03/2009 - 10/18/2011
UBS FINANCIAL SERVICES INC. (HUNT VALLEY MD)
MD
04/02/2007 - 01/20/2009
MORGAN STANLEY & CO. INCORPORATED (HUNT VALLEY MD)
MD
05/24/2000 - 04/02/2007
MORGAN STANLEY DW INC. (LUTHERVILLE MD)
BOTH
Issued 03/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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