Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Martin is a financial advisor with Dunham & Associates Investment Counsel, Inc. based in SAN DIEGO, CA. Rebecca is a CERTIFIED FINANCIAL PLANNER™ professional who has been in the industry since 2013. Rebecca holds the Series 66, Series 7 and SIE licenses. Rebecca is registered with FINRA and the state of CA. Rebecca specializes in providing financial planning, asset allocation services and portfolio management for individuals, investment companies, and businesses.
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.
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.
Asset-allocation 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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
01/13/2017 - Present
Dunham & Associates Investment Counsel, Inc. (SAN DIEGO CA)
LA
10/01/2013 - 11/10/2016
SIGMA FINANCIAL CORPORATION (SLIDELL LA)
BOTH
Issued 11/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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