Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachael? Claim Your ProfileRachael Ciocca is a financial advisor registered with LPL Financial LLC. Rachael is based in Shelton, Connecticut. Rachael specializes in a variety of financial planning areas, including retirement planning, investment management, and insurance. She has held her current position with LPL Financial LLC since July 2023. She has Series 7TO and SIE licenses.
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
CT
07/11/2023 - Present
LPL Financial LLC (SHELTON CT)
BC
Issued 07/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/31/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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