Rebecca Bar-Shain

Current Employers

Employment History

• 07/2007 → 04/2021
  Securities America, Inc
  Mayfield Heights, OH
• 02/2007 → 04/2021
  Securities America Advisors, Inc
  Cleveland, OH
• 02/2018 → 06/2024
  Cedar Brook Financial Partners, Llc/Dba Cedar Brook Group
  Cleveland, OH
• 04/2021 → 06/2024
  Cadaret Grant & Co., Inc.
  Cleveland, OH
• 06/2024 → Present
  Ses Llc
  Cleveland, OH
• 06/2024 → Present
  Seia Llc
  Cleveland, OH

Previous Registrations

• 2018-03-01 → 2024-12-19
  Cedar Brook Group
  Cleveland, OH
• 2021-04-13 → 2024-06-17
  Cadaret, Grant & Co., Inc.
  Cleveland, OH
  Syracuse, NY
  Syracuse, NY
  Syracuse, NY
• 2008-02-13 → 2021-04-13
  Securities America Advisors, Inc.
  Mayfield Heights, OH

Other Businesses

1) Jewish National Fund - USA of Northern Ohio, 2000 Auburn Drive, Beachwood OH 44122, Board Member since 10/1/20, 12-15 Hours devoted to business during trading hours: 5;Hours devoted to business outside trading hours: 7, charity/nonprofit, not investment related, no financial responsibilities. 2) Jewish Family Services Association Cleveland, Volunteer for meals on wheels delivery, 29125 Chagrin Blvd, Pepper Pike, OH, since 10/1/20, 4 hours per month, 4 during market, not investment related, no compensation. 3) Beachwood Kehilla, Charity/Non-profit, Committee Member - Serve on finance committee, 25400 Fairmount Blvd, Beachwood OH 44122, since 9/1/20, 1 hour per month, 0 during trading, no fiscal powers, not investment related. 4) Position: Power of attorney for sister, Nature: power of attorney, Investment Related: No, Number of Hours: 18, Securities Trading Hours: 4, Start Date: 10/20/2025 Address: 12438 Ainsin Circle Dr, Potomac MD, 20854, United States Description: Assist with monitoring bank accounts, ensuring bills are paid. Reviewing but not managing investment accounts. 5) Jewish Federation of Cleveland, 25701 Science Park Drive, Beachwood OH, Member since 7/1/20, participate in programming efforts and worship development, 6 hours per month, 4 during market, not investment related. 6) CO-TRUSTEE; SERVING AS TRUSTEE ON MY PARENTS TRUST , BARER FAMILY TRUST; INVESTMENT RELATED: NO; 2431 MARINER SQUARE DRIVE #301 ALAMEDA CA 94501 USA; A FAMILY TRUST, BARER FAMILY TRUST. I AM A CO-TRUSTEE WITH MY MOTHER, BARBARA M. BARER; SERVE AS CO-TRUSTEE; START DATE: 2019-11-14; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 1;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 1;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 0; 7) INSURANCE LICENSE - PRODUCER POSITION: Insurance License Holder NATURE: Insurance sales & service. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 6-14-2024 ADDRESS: 5885 Landerbrook Dr., Suite 200, Cleveland OH, 44124, United States DESCRIPTION: Insurance sales and service consistent with financial planning. 8) SEIA LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 06/14/2024 ADDRESS: 5885 Landerbrook Dr., Suite 200, Cleveland OH, 44124, United States DESCRIPTION: RIA sales & service

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-10-18

Designations

Other Names

• Rebecca Barer
• Rebecca L Bar-Shain