Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca R. Stewart is a financial advisor with Cambridge Investment Research Advisors, Inc. and has over 20 years of experience in the financial services industry. Rebecca is a registered representative with FINRA and the state of Ohio. Rebecca is also a licensed insurance agent, and her focus is on providing financial planning, insurance and investment services to individual and institutional clients. Rebecca's experience with Nationwide Securities, LLC and Nationwide Investment Services Corporation allows her to provide a variety of services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
11/01/2018 - Present
Cambridge Investment Research Advisors, Inc. (Bellville OH)
OH
08/01/2008 - 10/31/2018
NATIONWIDE SECURITIES, LLC (COLUMBUS OH)
OH
10/10/2006 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (DUBLIN OH)
OH
07/09/2002 - 10/11/2006
NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)
BOTH
Issued 04/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/08/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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