Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Morris is a financial advisor with over 18 years of experience in the industry. Rebecca is a Certified Financial Planner™ professional and holds Series 7, 9, 10, 66 and SIE licenses. Rebecca is currently registered with Fidelity Personal and Workplace Advisors. Rebecca has been with Fidelity for over 10 years, previously working for Fidelity Brokerage Services, LLC and Fidelity Investments. She is committed to helping her clients achieve their financial goals, and she provides a wide range of services including financial planning, portfolio management, and educational seminars. Rebecca also previously worked with Stifel, Nicolaus & Company, Incorporated and UBS Financial Services Inc.
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.
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
WA
09/07/2023 - Present
Fidelity Personal AND Workplace Advisors (VANCOUVER WA)
OR
10/05/2011 - 01/07/2020
FIDELITY BROKERAGE SERVICES LLC (PORTLAND OR)
MA
01/02/2009 - 09/08/2010
STIFEL, NICOLAUS & COMPANY, INCORPORATED (EAST HARWICH MA)
MA
05/03/2004 - 01/20/2009
UBS FINANCIAL SERVICES INC. (HYANNIS MA)
BOTH
Issued 05/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/08/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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