Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Lewis is a financial advisor currently registered with Charles Schwab & CO., Inc.. Rebecca has a combined 9 years of experience in the industry. Her office is located in Phoenix, Arizona. She has been registered with Charles Schwab & CO., Inc. since March 14, 2024. Rebecca is registered with the state of Arizona and 53 other states. She has successfully completed the Uniform Combined State Law Examination (Series 66) and the General Securities Representative Examination (Series 7TO) and the Securities Industry Essentials Examination (SIE). Rebecca is also a Certified Financial Planner.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
03/14/2024 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
BOTH
Issued 05/19/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/15/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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