Rebecca BearCRD Number: 4762629
Current Firm: Citizens Securities, Inc.
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.
Artemis Financial Advisors
Fuller Brook Financial Partners, LLC
Fidelity Personal And Workplace Advisors
|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|
Total Assets Under Management6,960MILLIONS
Total Number of Accounts47,802ACCOUNTS
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)
AK, AL, AR, AZ, 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, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.