Unclaimed
Rebecca Buskirk is an investment advisor representative with Raymond James Financial Services Advisors, Inc.. Rebecca has been in the securities industry since May 2003. Rebecca is licensed to provide investment advice in 15 states. Rebecca also has a number of designations including Series 7, Series 9, Series 10 and Series 66. Raymond James Financial Services Advisors, Inc. is a registered investment advisor with the SEC and offers a variety of services to individual and institutional clients. The firm provides investment management, financial planning, retirement planning, and estate planning services.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
10/01/2019 - Present
Raymond James Financial Services Advisors, Inc. (LAKE WALES FL)
FL
01/12/2004 - 01/26/2006
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
04/24/2003 - 01/02/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 07/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/28/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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