Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Gaylor is a financial advisor with over 30 years of experience in the financial services industry. Rebecca is registered with J. W. Cole Advisors, Inc., a firm that provides financial planning, portfolio management and other advisory services to individuals and businesses. Rebecca has a strong understanding of investment strategies, financial planning, and tax planning and has been actively involved in advising clients in various areas including investment, retirement 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.
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.
Hourly & fixed rate consulting
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.
1
2
FL
02/22/2002 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
FL
06/14/2000 - 09/05/2003
JONATHAN ROBERTS FINANCIAL GROUP, INC. (TAMPA FL)
TX
09/24/1992 - 06/15/2000
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
05/14/1986 - 09/29/1992
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 01/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/1995
Series 7 - General Securities Representative Examination
BC
Issued 06/15/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/13/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Rebecca Gaylor is the right advisor for you? Invested Better is here to help.
