Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beatrice? Claim Your ProfileBeatrice Rauch is a financial advisor with LPL Financial LLC, a firm with over 1,900,000 client accounts. Beatrice has been in the industry since 2022 and has a background in mortgage/real estate services, recruiting, and education. Beatrice holds the Series 7TO and Series 66 licenses, and the SIE exam. Beatrice works in Boca Raton, FL.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
12/09/2024 - Present
LPL Financial LLC (BOCA RATON FL)
FL
04/05/2023 - 04/26/2023
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
FL
10/21/2022 - 02/14/2023
VALIC FINANCIAL ADVISORS, INC. (BOCA RATON FL)
BOTH
Issued 03/15/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/09/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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