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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 Norman is a financial advisor with Equitable Advisors, LLC. Rebecca is based in Katy, TX. Rebecca has been working in the financial services industry since January 31, 2019. Rebecca provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses. Rebecca holds Series 3, 7, 7TO, and 66 licenses as well as a SIE certification. Prior to joining Equitable Advisors, LLC, Rebecca was employed by WM Financial Services, Inc. and Sanders Morris Harris Inc. Rebecca has a history of success in providing financial advice to a wide range of clients.
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
TX
08/17/2020 - Present
Equitable Advisors, LLC (KATY TX)
TX
08/23/2005 - 10/18/2006
WM FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
03/16/2005 - 06/30/2005
SANDERS MORRIS HARRIS INC. (HOUSTON TX)
BOTH
Issued 06/22/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/06/2020
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2015
Series 3 - National Commodity Futures Examination
BC
Issued 03/15/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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