Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca McDaniel is a financial professional with over 20 years of experience in the financial services industry. Rebecca has a diverse background, having worked with firms like GENEOS WEALTH MANAGEMENT, INC., WUNDERLICH SECURITIES, INC., and MORGAN KEEGAN & COMPANY, INC. Rebecca is currently registered with Cadaret, Grant & Co., Inc., Western International Securities, Inc., Cuso Financial Services, LP, Next Financial Group, Inc., and SCF Securities, Inc. Rebecca holds licenses for Series 7, 9, 10, 24, 63, SIE, and 99TO. Rebecca is a specialist in Financial Planning, Portfolio Management, and Pension Consulting. Rebecca can provide advice to individuals, businesses, corporations, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
02/06/2024 - Present
Cadaret, Grant & CO., Inc. (SYRACUSE NY)
CO
04/20/2015 - 01/29/2024
GENEOS WEALTH MANAGEMENT, INC. (Englewood CO)
CO
12/18/2006 - 04/20/2015
WUNDERLICH SECURITIES, INC. (DENVER CO)
TN
09/11/2002 - 11/22/2006
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BC
Issued 12/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/30/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/01/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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