Rebecca Bear (CRD# 4762629) is an Investment Advisor Representative working at Citizens Securities, Inc. in Westwood, MA and has over 19 years of experience in the finance industry.
CRD# 6319566
Artemis Financial Advisors
CRD# 5773963
Fuller Brook Financial Partners, LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities, Inc. | Fort Washington, PA | Mar 2023 - Current | < 1 |
| Td Bank N.a. | Allentown, PA | Aug 2021 - Mar 2023 | 1 |
| Td Private Client Wealth LLC | Allentown, PA | Aug 2021 - Mar 2023 | 1 |
| Citizens Securities, Inc. | Brodheadsville, PA | Apr 2019 - Aug 2021 | 2 |
| Bank Of America, N.a. | Short Hills, NJ | Jun 2017 - Apr 2019 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Short Hills, PA | Mar 2017 - Apr 2019 | 2 |
| Pnc Bank | Phillipsburg, NJ | Oct 2016 - Mar 2017 | < 1 |
| Pnc Investments | Pittsburgh, PA | Oct 2016 - Mar 2017 | < 1 |
| Unemployed | East Stroudsburg, PA | Jul 2016 - Oct 2016 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cranford, NJ | Oct 2009 - Jul 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2004 |
| S66 | NASAA Uniform Combined State Law Examination | May 2017 |
- PA
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Total Assets Under Management6,960MILLIONS
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Total Number of Accounts47,802ACCOUNTS
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Average Account Value$145,605
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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