Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Shelton is a financial advisor with over 20 years of experience in the financial services industry. Rebecca is currently registered with Cuso Financial Services, LP, and has held a Series 7 and Series 66 licenses since 2018. Rebecca specializes in providing financial planning and investment advice to individuals, families, and businesses. Rebecca is committed to providing her clients with personalized service and helping them achieve their financial goals. Rebecca is also a member of the National Association of Personal Financial Advisors (NAPFA). Rebecca's areas of expertise include retirement planning, college savings, investment management, and estate planning.
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.
A percentage of the total value of assets under management is charged.
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CA
06/26/2018 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
BOTH
Issued 06/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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