ADVISOR BIO

Rebecca Albert is a registered representative with Park Avenue Securities LLC. Rebecca has been in the financial services industry since 2018 and has a Series 66 license as well as Series 24, SIE, and Series 7 licenses. Rebecca is currently registered in California with the state of California. Rebecca has a strong background in providing financial advice to individuals, high net worth individuals, corporations and charitable organizations. Rebecca also provides financial planning and educational seminars.

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ADVISOR BIO

Rebecca Navas is an Investment Advisor Representative at EP Wealth Advisors, a firm with offices in Torrance, CA and St. George, UT. Rebecca has been in the financial services industry since 2008 and has a Series 65 license. Rebecca is also a licensed tax preparer and provides tax and accounting services through her own business. Rebecca's experience and expertise make her well-suited to providing financial advice to individuals, families, and businesses.

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ADVISOR BIO

Rebecca Burke is a financial professional with over 12 years of experience in the financial services industry. Rebecca has a strong background in investment advisory and brokerage services. Rebecca is currently registered with American Beacon Advisors, Inc. as an Investment Advisor Representative in the state of Texas. Rebecca's experience includes working with clients such as corporations, insurance companies, investment companies, pooled investment vehicles, and pension and profit-sharing plans. Rebecca provides a variety of advisory services to clients, including portfolio management and selection of other advisers.

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ADVISOR BIO

Rebecca Picazo is an investment advisor representative with J.p. Morgan Securities LLC. Rebecca has been in the financial services industry since March 1998. Rebecca is licensed to provide investment advice in 53 states and the District of Columbia. She holds the Series 7, Series 63, and Series 66 securities licenses and is a registered representative of FINRA. Rebecca is also a registered investment advisor representative in the state of Texas. Rebecca has previous experience with UnionBanc Investment Services, LLC, Bear, Stearns & Co. Inc., and Dean Witter Reynolds Inc.

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ADVISOR BIO

Rebecca Lu is an investment advisor representative with Oneamerica Securities, Inc., where she has been employed since July 2017. Rebecca is registered with the state of California as both a broker-dealer and an investment advisor representative. Rebecca is a skilled and experienced professional who specializes in portfolio management for individuals and businesses. Rebecca also provides financial planning and pension consulting services. Before joining Oneamerica Securities, Rebecca worked for American United Life and Mass Mutual. Rebecca's dedication to her clients and her commitment to providing comprehensive financial services have helped her achieve success in her field.

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ADVISOR BIO

Rebecca Lee is a financial advisor with UBS Financial Services Inc. Rebecca is registered to provide investment advice in 23 states. Rebecca has been in the securities industry since February 2017. Rebecca holds Series 66, Series 7 and SIE licenses. Rebecca has a variety of specializations, including retirement planning, college savings, and estate planning.

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ADVISOR BIO

Rebecca Ann Cameron is an investment advisor representative at NWF Advisory Services Inc. Rebecca has been in the financial services industry since 2007 and has a Series 7, Series 66, and SIE license. Rebecca has experience providing financial planning, portfolio management, and pension consulting to individuals and businesses.

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ADVISOR BIO

Rebecca Victoria Wesley has over 18 years of experience in the financial services industry. Rebecca has held positions at several firms, including Invesco Distributors, Inc., AIM Distributors, Inc., Fidelity Brokerage Services LLC, and now at LPL Financial LLC. Rebecca is registered with the state of Texas as an Investment Advisor Representative and is also a registered representative with FINRA. Rebecca holds a Series 6, 7, 66, and SIE licenses.

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ADVISOR BIO

Rebecca Ann McCourt is an investment advisor representative with IEQ Capital, LLC, a registered investment advisor based in Foster City, California. Rebecca has been with IEQ Capital since April 2024. Prior to joining IEQ Capital, Rebecca was employed at Stone Point Capital in Greenwich, CT. Rebecca holds a Series 65 license, which allows her to provide investment advice to individuals, families, and businesses.

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ADVISOR BIO

Rebecca Emanuel is a financial advisor registered with Wells Fargo Clearing Services, LLC. Rebecca has been in the industry since 2002. Rebecca also previously held a position with Wells Fargo Investments, LLC. Rebecca is licensed to provide investment advisory services in California. Rebecca has Series 7, 63 and 66 licenses.

SPECIALIZATIONS