Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachael? Claim Your ProfileRachael Kathe Reeves is a financial advisor with over 20 years of experience in the industry. Rachael currently works at Stifel, Nicolaus & Company, Inc., located in Sarasota, Florida. Rachael has been registered with the Financial Industry Regulatory Authority (FINRA) since 1999. Rachael has held previous positions with UBS Financial Services Inc., Deutsche Bank Securities Inc., Citigroup Global Markets Inc. and UBS Financial Services Inc. in Atlanta, Georgia and Weehawken, New Jersey.
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.
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.
1
2
FL
05/28/2020 - Present
Stifel, Nicolaus & Company, Inc. (SARASOTA FL)
FL
01/22/2010 - 08/20/2014
UBS FINANCIAL SERVICES INC. (SARASOTA FL)
GA
11/20/2008 - 07/02/2009
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
GA
11/24/2006 - 12/18/2008
DEUTSCHE BANK SECURITIES INC. (ATLANTA GA)
GA
06/03/2004 - 11/24/2006
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
NJ
03/02/1999 - 06/16/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BC
Issued 03/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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