Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Flaherty is a financial advisor at Edward Jones. Rebecca has been in the financial services industry for over 10 years. She is a licensed securities representative and investment advisor representative in multiple states, including Massachusetts and Texas. Rebecca is also a registered representative with FINRA. She earned her Series 7, Series 66, and SIE licenses and has a strong understanding of the financial markets. Rebecca is committed to providing her clients with personalized financial advice. She helps them to develop financial plans, save for retirement, and reach their investment goals. Rebecca is also committed to building strong relationships with her clients and providing them with the support they need to make informed financial decisions.
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.
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.
See schedule d - miscellaneous
1
2
MA
02/01/2023 - Present
Edward Jones (YARMOUTH PORT MA)
BOTH
Issued 11/05/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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