Rebecca Ning (CRD# 6279769) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Longwood, FL and has over 9 years of experience in the finance industry.
CRD# 1009942
Ubs Financial Services Inc.
CRD# 4845592
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2227187
Merit Financial Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Investment Advisers LLC | Schaumburg, IL | Mar 2023 - Current | 1 |
Cetera Investment Services LLC | Saint Cloud, MN | Sep 2015 - Current | 8 |
Cetera Financial Specialists LLC | Schaumburg, IL | Sep 2015 - Current | 8 |
Cetera Advisor Networks LLC | El Segundo, CA | Aug 2015 - Current | 8 |
Cetera Advisors LLC | St Cloud, MN | Aug 2015 - Current | 8 |
First Allied Securities, Inc. | San Diego, CA | Jan 2016 - Sep 2022 | 6 |
Summit Brokerage Services, Inc. | Boca Raton, FL | Jan 2016 - Dec 2019 | 3 |
Girard Securities, Inc. | San Diego, CA | Jan 2016 - Nov 2017 | 1 |
Legend Equities Corporation | Palm Beach Gardens, FL | Jan 2016 - Dec 2016 | < 1 |
Investors Capital Corp. | Lynnfield, MA | Jan 2016 - Nov 2016 | < 1 |
Vsr Financial Services, Inc. | Overland Park, KS | Jan 2016 - Nov 2016 | < 1 |
The Newport Group, Inc. | Heathrow, FL | Mar 2010 - Aug 2015 | 5 |
Newport Group Securities, Inc. | Heathrow, FL | Mar 2010 - Aug 2015 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2014 |
- FL
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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