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Rebecca Welker

4 Years of Experience
Winter Park, FL
Broker

Rebecca Welker is a registered investment advisor, based in Winter Park, FL, with 4 years of industry experience.

Location

Winter Park, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Rebecca is an Investment Advisor Representative (IAR) affiliated with Cambridge Investment Research Advisors since February 2024, spending nearly full-time on this role, including trading. She is also a W-2 employee using a trade name/DBA for financial services at Wealth Management Strategies of Central Florida since March 2024, dedicating nearly full-time to this role, including trading.

Employment History
Current Registrations
Cambridge Investment Research, INC.
March 2024 - Present · 2 yrs 2 mos
Cambridge Investment Research Advisors, INC.
March 2024 - Present · 2 yrs 2 mos
Cambridge Investment Research, INC.Broker
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Equitable Advisors, LLC
May 2021 - March 2024 · 2 yrs 10 mos
Equitable Advisors, LLCBroker
April 2021 - March 2024 · 2 yrs 11 mos
State Registrations18 states
AKCACODEFLGAILINKYMINCNHNJOHPATXUTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Rebecca Welker - Financial Advisor | TrueAdvisor