Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachael? Claim Your ProfileRachael Marie Kepke is a financial advisor with Raymond James Financial Services Advisors, Inc. Rachael has been in the financial services industry since 2009 and has a strong track record of helping clients achieve their financial goals. Rachael is a Certified Financial Planner and a Chartered Financial Consultant. Rachael is also a registered representative of Raymond James Financial Services, Inc. and a Registered Investment Advisor with the state of California. Rachael has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Rachael is committed to providing her clients with personalized financial advice and guidance.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
05/31/2023 - Present
Raymond James Financial Services Advisors, Inc. (San Ramon CA)
CA
01/24/2014 - 05/31/2023
SECURIAN FINANCIAL SERVICES, INC. (SAN RAMON CA)
CA
10/26/2011 - 01/13/2014
NFP SECURITIES, INC. (LAFAYETTE CA)
CA
10/30/2008 - 08/05/2011
SECURIAN FINANCIAL SERVICES, INC. (SAN DIEGO CA)
BOTH
Issued 12/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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