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Rebecca Newman Reynolds

W & S Brokerage Services, Inc.

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About Rebecca Newman Reynolds

Rebecca Newman Reynolds is a financial professional with over 10 years of experience in the industry. Rebecca is currently registered with W&S Brokerage Services, Inc. and holds Series 6, 63 and SIE licenses. Rebecca is also a Chartered Financial Consultant. Prior to joining W&S Brokerage Services, Inc. Rebecca was employed by The O.N. Equity Sales Company and Ohio National Equities, Inc. Rebecca focuses on providing financial advice to individuals, with a particular interest in portfolio management and the selection of other advisors. Rebecca works with both high-net-worth and other individual clients.

Firm Information

Rebecca Reynolds is currently registered with W & S Brokerage Services, Inc.. W&S Brokerage Services, Inc. is a corporation formed in 1974 and headquartered in Cincinnati, Ohio. The firm provides investment advisory services to individuals and is registered with the SEC and in 52 states. With over 85 registered representatives, W&S Brokerage Services, Inc. manages over $122 million in assets for its clients, offering portfolio management services and selection of other advisers.
W & S Brokerage Services, Inc.

400 BROADWAY

CINCINNATI, OH 45202

$122.86M

Assets Under Management

451

Total Clients

434

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Rebecca Reynolds’s Registration & Firm History

KY

10/27/2022 - Present

W&S Brokerage Services, Inc. (FORT WRIGHT KY)

OH

06/25/2019 - 06/30/2022

THE O.N. EQUITY SALES COMPANY (Cincinnati OH)

OH

03/18/2013 - 06/25/2019

OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)

OH

04/02/2012 - 03/18/2013

THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)

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Licenses & Designations

BC

Issued 10/26/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/30/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rebecca Newman Reynolds.
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