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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 Lee Porter is an Investment Advisor Representative at LPL Financial LLC. Rebekah has over 29 years of experience in the financial services industry. She has a Series 63 and 66 license, as well as a Series 7, 9, 10, and 31 license. Rebekah has experience working with individuals, businesses, and institutions. She specializes in providing financial planning, portfolio management, and other advisory services. Rebekah is committed to providing her clients with personalized advice and guidance.
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.
Consulting and other non-discretionary advisory services
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
MD
11/16/2022 - Present
LPL Financial LLC (Bethesda MD)
MD
06/15/2020 - 11/01/2022
RBC CAPITAL MARKETS, LLC (ROCKVILLE MD)
MD
03/31/2010 - 07/21/2020
NYLIFE SECURITIES LLC (BETHESDA MD)
MD
06/03/2008 - 07/24/2009
LPL FINANCIAL CORPORATION (ROCKVILLE MD)
NY
03/08/1993 - 11/19/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/19/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/15/2022
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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