Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Rose Pyburn is a financial advisor currently registered with UBS Financial Services Inc. in Fort Myers, Florida. Rebecca has been in the industry since 2017 and previously worked with Raymond James & Associates, Inc. and Wells Fargo Clearing Services, LLC. Rebecca has earned a variety of industry certifications and is licensed to provide investment advice in Florida, Nevada and Ohio. Rebecca's focus is on working with individuals, corporations, charitable organizations, pension and profit sharing plans, high net worth individuals and insurance companies.
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.
See schedule d - miscellaneous
1
2
FL
06/05/2024 - Present
UBS Financial Services Inc. (FORT MYERS FL)
FL
01/04/2023 - 03/05/2024
RAYMOND JAMES & ASSOCIATES, INC. (Fort Myers FL)
FL
10/07/2016 - 01/05/2023
WELLS FARGO CLEARING SERVICES, LLC (NAPLES FL)
BOTH
Issued 09/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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