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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebekah? Claim Your ProfileRebekah Powers is a financial advisor with over 18 years of experience in the industry. Rebekah is currently registered with Raymond James & Associates, Inc. in ST. PETERSBURG, FL. Prior to joining Raymond James & Associates, Inc. Rebekah worked at several other firms, including Calton & Associates, Inc., CETERA ADVISOR NETWORKS LLC, and SUMMIT BROKERAGE SERVICES, INC. Rebekah is licensed to provide investment advice and services in Florida and holds several industry certifications including Series 7, 31, 52, 53, 66, 14, and SIE. Rebekah offers a range of financial services including financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors. Rebekah is committed to providing her clients with personalized service and helping them 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.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
10/02/2019 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
02/14/2017 - 09/20/2019
CALTON & ASSOCIATES, INC. (TAMPA FL)
FL
06/28/2016 - 02/17/2017
CETERA ADVISOR NETWORKS LLC (BOCA RATON FL)
FL
07/11/2012 - 02/17/2017
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
OH
08/02/2010 - 06/25/2012
LINCOLN INVESTMENT (CINCINNATI OH)
OH
08/12/2008 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
OH
08/17/2005 - 08/22/2008
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
NY
09/02/2004 - 06/28/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 02/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 04/18/2008
Series 4 - Registered Options Principal Examination
BC
Issued 02/01/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/01/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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