Unclaimed
Rebekah Elizabeth Thomas is a financial advisor registered with Fifth Third Securities, Inc. Rebekah is based in NEW PALESTINE, Indiana and has been working in the industry since December 2013. Rebekah holds the Series 6, 7, 63, and 66 licenses. Rebekah is registered in Indiana, Ohio, Florida, and Colorado. Rebekah also works with clients in other states. Rebekah specializes in providing financial planning, portfolio management, and selection of other advisors. Rebekah is committed to helping her clients achieve their financial goals.
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.
Sponsor wrap fee program
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.
1
2
IN
12/19/2017 - Present
Fifth Third Securities, Inc. (NEW PALESTINE IN)
BOTH
Issued 12/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/19/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Rebekah Thomas is the right advisor for you? Invested Better is here to help.