Unclaimed
Rebecca Flint is a financial professional with over 27 years of experience in the industry. Rebecca is a Registered Representative and Investment Advisor Representative, and currently works with Osaic Wealth, Inc. Rebecca has a strong background in providing financial advice, including financial planning, portfolio management and retirement planning. Rebecca is dedicated to helping clients reach 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.
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.
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
AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NE
09/30/2015 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
IA
03/28/2003 - 09/04/2015
U.S. BANCORP INVESTMENTS, INC. (COUNCIL BLUFFS IA)
SC
05/31/2000 - 12/20/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NE
02/15/2000 - 06/01/2000
SPECTRUM CAPITAL, INC. (OMAHA NE)
DE
04/14/1999 - 02/17/2000
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
CA
01/16/1996 - 01/18/1999
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BOTH
Issued 06/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2016
Series 4 - Registered Options Principal Examination
BC
Issued 02/23/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/24/2003
Series 24 - General Securities Principal Examination
BC
Issued 06/04/1996
Series 26 - Investment Company Products/Variable Contracts 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 07/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/15/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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