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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Vaughn Bromley is a financial advisor with Truist Advisory Services, Inc. based in Panama City, Florida. Rebecca has been in the financial services industry since December 2011. Rebecca holds a Series 6, 7TO, 63, and 65 license and is registered in Alabama and Florida. Rebecca specializes in portfolio management for individuals and businesses, financial planning, and selection of other advisors.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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2
FL
11/03/2022 - Present
Truist Advisory Services, Inc. (PANAMA CITY FL)
AL
11/05/2019 - 05/12/2022
WELLS FARGO CLEARING SERVICES, LLC (DOTHAN AL)
FL
10/08/2018 - 04/25/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENSACOLA FL)
FL
11/21/2011 - 09/11/2018
WELLS FARGO CLEARING SERVICES, LLC (PENSACOLA FL)
IA
Issued 12/19/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2018
Series 7TO - General Securities Representative Examination
BC
Issued 09/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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