Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachael? Claim Your ProfileRachael Beaudry is a financial advisor with Key Investment Services LLC. Rachael has been in the industry since 2006 and has a Series 6, Series 7TO, and Series 63 license. Rachael previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, M&T Securities, Inc., and Banc of America Investment Services, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
OH
12/08/2021 - Present
KEY Investment Services LLC (BROOKLYN OH)
NY
04/17/2019 - 12/01/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LATHAM NY)
NY
08/14/2007 - 06/21/2017
M&T SECURITIES, INC. (TROY NY)
NY
10/20/2004 - 06/07/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (LATHAM NY)
NY
10/14/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
BC
Issued 02/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/21/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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