Unclaimed Profile

Rebecca Lynn Ning

NEWPORT GROUP SECURITIES, INC.·HEATHROW, Florida

SIE, Series 7, Series 24, Series 66Clean record11 years registeredNEWPORT GROUP SECURITIES, INC.

300 INTERNATIONAL PARKWAY, HEATHROW, FL 32746CRD# 6279769Firm CRD# 29722

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Rebecca Lynn Ning · HEATHROW, FL

Registration

CRD #6279769 · NEWPORT GROUP SECURITIES, INC. · 11 years registered

Brand Profile

Not yet started

Career History

CETERA INVESTMENT ADVISERS LLC

Apr 2023 – present

CETERA ADVISORS LLC

Sep 2015 – present

CETERA FINANCIAL SPECIALISTS LLC

Sep 2015 – present

CETERA INVESTMENT SERVICES LLC

Sep 2015 – present

CETERA WEALTH SERVICES, LLC

Sep 2015 – present

CETERA ADVISOR NETWORKS LLC

Sep 2015 – Jun 2023

EL SEGUNDO, CA

NEWPORT GROUP SECURITIES, INC.

Aug 2014 – Aug 2015

HEATHROW, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · August 28, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NEWPORT GROUP SECURITIES, INC.

CRD 29722 · SEC 801-60427

AUM

$23.0B

Regulatory assets under management

Employees

75 client accounts

Services offered by NEWPORT GROUP SECURITIES, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at NEWPORT GROUP SECURITIES, INC. →

Introduction

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Frequently Asked Questions

What services does Rebecca Lynn Ning offer?

Rebecca Lynn Ning specializes in Investment Management, Wealth Management. Contact their office in HEATHROW, Florida for a consultation.

What are Rebecca Lynn Ning's credentials?

Rebecca Lynn Ning is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rebecca Lynn Ning located?

Rebecca Lynn Ning is based in HEATHROW, Florida, working with NEWPORT GROUP SECURITIES, INC.. Their office serves clients in the HEATHROW metropolitan area and surrounding communities.

How does Rebecca Lynn Ning charge for services?

Rebecca Lynn Ning's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NEWPORT GROUP SECURITIES, INC.?

NEWPORT GROUP SECURITIES, INC. has approximately 38 employees and manages $23.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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