Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Rhodes has been in the financial services industry since 2007. Rebecca is a registered representative and investment advisor representative with PFS Investments Inc., and holds Series 6, 63, 65, and 26 licenses. Rebecca provides financial planning and portfolio management services to individuals, corporations and charitable organizations. Rebecca can provide financial advice and services to clients in Arizona, California, Florida, Louisiana, New York, Oklahoma and Texas.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
01/10/2012 - Present
PFS Investments Inc. (HOUSTON TX)
IA
Issued 12/22/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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