Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachael? Claim Your ProfileRachael Leigh Rich is a financial advisor with Herbert J. Sims & Co, Inc. based in Boca Raton, FL. Rachael is a registered representative and investment advisor representative with a Series 7, Series 63 and SIE licenses. Rachael has been in the financial industry since 2009. Previously, Rachael worked at DAVID LERNER ASSOCIATES, INC., also in Boca Raton, FL.
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
FL
04/04/2016 - Present
Herbert J. Sims & CO, Inc. (BOCA RATON FL)
FL
10/15/2009 - 04/05/2016
DAVID LERNER ASSOCIATES, INC. (BOCA RATON FL)
BC
Issued 11/30/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Rachael Rich is the right advisor for you? Invested Better is here to help.
