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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 Luft is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Rebecca has been working in the financial industry since 2015 and has extensive experience providing portfolio management for individuals and businesses. Rebecca is licensed to sell securities in all 50 states and the District of Columbia. Rebecca is also a registered Investment Advisor in Maryland, Texas and the District of Columbia. Rebecca previously worked at Rockefeller Financial LLC and Bank of America, N.A. Rebecca holds Series 31, Series 7TO, Series 9, Series 10 and SIE licenses and the Series 66 qualification.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
DC
09/26/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WASHINGTON DC)
MD
04/29/2022 - 08/30/2022
ROCKEFELLER FINANCIAL LLC (Bethesda MD)
NY
10/06/2021 - 05/03/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/19/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/22/2024
Series 31 - Futures Managed Funds Examination
BC
Issued 10/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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