Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachael? Claim Your ProfileRachael Bonney is a financial professional with over 5 years of experience in the industry. Rachael holds Series 63, 66, 7, 9, and 10 licenses. Rachael is currently registered with National Financial Services LLC. Prior to her current role, Rachael was employed at FIDELITY BROKERAGE SERVICES LLC, and TD AMERITRADE, 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.
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.
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2
TX
08/08/2022 - Present
National Financial Services LLC (WESTLAKE TX)
TX
03/01/2019 - 06/23/2022
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
08/09/2017 - 02/06/2019
TD AMERITRADE, INC. (Southlake TX)
BOTH
Issued 04/10/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/27/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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