Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebeccah? Claim Your ProfileRebeccah Paonita is a financial advisor with J.p. Morgan Securities LLC. She has been in the industry since 2018 and holds Series 6, Series 63, and Series 65 licenses. Rebeccah has experience with a range of financial products and services, and is committed to providing personalized advice to help clients reach their financial goals. Rebeccah has previously worked at Pruco Securities, LLC., Mutual of Omaha Investor Services, INC., and Coastal Financial Planning Group. Rebeccah's experience in the industry provides her with a solid foundation to understand the complexities of the financial markets and to offer tailored investment strategies that meet clients' individual needs.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
SC
11/16/2021 - Present
J.p. Morgan Securities LLC (Myrtle Beach SC)
NE
06/24/2019 - 11/26/2019
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
SC
10/08/2018 - 06/21/2019
PRUCO SECURITIES, LLC. (MT. PLEASANT SC)
IA
Issued 01/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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