Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Lynn Walsh is a financial advisor with over 17 years of experience in the financial services industry. Rebecca is currently registered with J.P. Morgan Securities LLC. Prior to joining J.P. Morgan Securities LLC, Rebecca was a registered representative with CHASE INVESTMENT SERVICES CORP. from 2005 to 2012. Rebecca holds several securities licenses including Series 6, 7, 63, and 66. Rebecca is a registered representative in multiple states and specializes in providing financial advice to individuals, businesses, pension and profit sharing plans, charitable organizations, insurance companies, and labor unions.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
WI
01/24/2013 - Present
J.p. Morgan Securities LLC (JANESVILLE WI)
WI
08/30/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (JANESVILLE WI)
BOTH
Issued 01/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/28/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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