Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Morgan Busalacchi is a financial advisor registered with Wells Fargo Clearing Services, LLC and has been in the industry since March 22, 2005. Rebecca has a wide range of experience in the financial services industry, having worked at several firms including J.P. Morgan Securities LLC and UnionBanc Investment Services, LLC. Rebecca is licensed to offer investment advice in 53 states and is also a registered investment advisor. Rebecca specializes in providing financial advice to individuals, businesses, and institutional clients. Rebecca is committed to providing her clients with personalized financial advice and services to help them achieve their financial goals.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NC
08/05/2024 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTE NC)
KY
07/02/2018 - 07/23/2024
J.P. MORGAN SECURITIES LLC (Lexington KY)
CA
04/07/2016 - 06/19/2018
UNIONBANC INVESTMENT SERVICES, LLC (SAN DIEGO CA)
CA
10/01/2012 - 03/30/2016
J.P. MORGAN SECURITIES LLC (Del Mar CA)
IL
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ARLINGTON HEIGHTS IL)
IL
02/24/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 10/31/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/29/2012
Series 4 - Registered Options Principal Examination
BC
Issued 12/22/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/21/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/07/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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