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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 Smith is a financial advisor with over 10 years of experience in the industry. Rebecca has a broad range of experience, including roles with UBS Financial Services, Charles Schwab, and USAA Financial Advisors. Rebecca is currently registered with Beacon Pointe Advisors, LLC in Arizona. Rebecca specializes in providing financial planning, portfolio management, and pension consulting. Rebecca holds Series 7, 63, and 65 securities licenses and is dedicated to providing personalized financial advice.
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.
Strategic management for diversified investment portfolios.
Consulting services
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.
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2
CA
11/08/2019 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
AZ
09/21/2017 - 09/23/2019
PURSHE KAPLAN STERLING INVESTMENTS (SCOTTSDALE AZ)
AZ
06/03/2014 - 10/02/2015
UBS FINANCIAL SERVICES INC. (SCOTTSDALE AZ)
AZ
08/27/2013 - 05/21/2014
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
03/01/2011 - 08/13/2013
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
IA
Issued 09/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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