Rebecca Newman Reynolds
Investment adviser representative at W&s Brokerage Services, Inc.
16 yearsExperience
3 statesRegistered in
ChFC®Designation
$257.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- W&s Brokerage Services, Inc.Oct 2022 to now
- Western & Southern LifeOct 2022 to now
- Ohio Natioal EquitiesMar 2013 to now
- Ohio National Financial ServicesSep 2010 to now
- UnemployedJun 2022 to Oct 2022
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 3 states (IN, KY, OH).
W&s Brokerage Services, Inc.
$257.2MAssets managed
772Clients
91Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6031312
- Firm CRD
- 8099