Unclaimed
Rachael Elise Wimberly is a financial professional with experience in the securities industry. Rachael Wimberly holds the Series 27, Series 99TO and SIE licenses. Rachael Wimberly is currently registered with Perella Weinberg Partners LP and previously worked at Tudor, Pickering, Holt & Co. Securities, LLC.
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.
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.
1
2
TX
02/12/2019 - Present
Perella Weinberg Partners LP (Houston TX)
TX
10/13/2017 - 01/20/2021
TUDOR PICKERING HOLT & CO ADVISORS LP (HOUSTON TX)
BC
Issued 10/13/2017
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Rachael Wimberly is the right advisor for you? Invested Better is here to help.