Rebecca Stewart
Vice President and Managing Partner of Secure Path Advisory Group
- Role
- Managing Partner at Secure Path Advisory Group
- Location
- Columbus, OH, US
- LinkedIn followers
- 500 followers
About Rebecca Stewart
Experienced Investment Advisor Representative with a demonstrated history of working in the financial services industry. Skilled in Mutual Funds, Series 6,7,63 and 66 background in Securities Regulation, Trading, and Variable Annuities. Strong finance professional with a Bachelor of Science focused in Business Administration and Human Resource Management from Franklin University. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided on these websites Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer, member FINRA / SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc, a Registered Investment Adviser. Cambridge and Secure Path Advisory Group, Inc. are not affiliated.
Experience
Managing Partner
Jul 2021 — Present · Columbus, OH, US
Education
Franklin University
Bachelor of Science, Business Administration and Human Resource Management
2003 — 2005
Skills
- Mutual Funds
- Series 63
- Financial Services
- Variable Life
- Retirement
- Life Insurance
- Series 24
- Iras
- Series 7
- Retirement Plan Consulting
- Term Life Insurance
- Fixed Annuities
- Variable Annuities
- Uniform Combined State Law
- Life & Health Insurance Licenses
- Universal Life
- Insurance
- Series 65
- Cltc
- Retirement Planning
- Indexed Annuities
- Series 6
- 401k
- Finra
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