Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Regina? Claim Your ProfileRegina Rowland is an Investment Advisor Representative with Newport Group Consulting, LLC. Regina has been in the industry since 2004. Regina is currently registered in North Carolina. Regina is also a registered representative of Newport Group Securities, Inc., which is a broker-dealer. Regina has held several previous positions at other firms. Regina's areas of specialization include retirement plan consulting, investment management, and financial planning.
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.
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.
Investment performance analytics for retirement plans, foundations and endowments. managed acct svc for plan participants
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
FL
01/04/2018 - Present
Newport Group Consulting, LLC (LAKE MARY FL)
NC
09/25/2015 - 08/31/2023
NEWPORT GROUP SECURITIES, INC. (CHARLOTTE NC)
NE
05/15/2014 - 09/04/2015
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
NC
09/27/2013 - 03/12/2014
NEWPORT GROUP SECURITIES, INC. (CHARLOTTE NC)
BC
Issued 01/08/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/17/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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