Rebecca Maurer, financial advisor West Point MS
81 score

Rebecca Maurer

CRD Number: 5452942
Current Firm: Msi Financial Services, Inc.

Rebecca Maurer (CRD# 5452942) is an Investment Advisor Representative working at Msi Financial Services, Inc. in West Point, MS and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Metlife Securities, Inc. Columbus, MS Jun 2011 - Current 5
Lpl Financial Indianapolis, IN Aug 2010 - Jun 2011 < 1
Edward Jones St Louis, MO Nov 2007 - Aug 2010 2
Kelly Services Indianapolis, IN Oct 2007 - Nov 2007 < 1
Chicago Title Insurance Company Indianapolis, IN Nov 2002 - Sep 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Rebecca L. Maurer
Phone Number: 800-638-8378
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Rebecca Maurer and other advisors.
BADGES
81

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