Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Sarno is an investment professional with over 10 years of experience in the financial services industry. Rebecca has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since April 2017. Prior to joining Merrill Lynch, Rebecca was employed with PNC INVESTMENTS and KEY INVESTMENT SERVICES LLC. Rebecca is a Series 7, Series 6, Series 63 and Series 65 licensed professional and specializes in investments for individuals, businesses, pension plans, and charitable organizations. Rebecca is also the owner of Grand River Orchard LLC, a hazelnut orchard.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
OH
05/05/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (AKRON OH)
OH
06/08/2012 - 04/10/2017
PNC INVESTMENTS (SEVEN HILLS OH)
OH
11/11/2008 - 02/16/2012
KEY INVESTMENT SERVICES LLC (MACEDONIA OH)
IA
Issued 02/18/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Rebecca Sarno is the right advisor for you? Invested Better is here to help.
