Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachael? Claim Your ProfileRachael McKellar is a financial advisor with over 10 years of experience in the industry. Rachael has a Series 6, 7, 63, 65, and SIE licenses. She is currently registered with Principal Securities, Inc. in both Iowa and Michigan. Rachael has previously worked with LPL Financial LLC and Princor Financial Services Corporation. Rachael specializes in helping individual clients with financial planning, portfolio management, and pension consulting. She also offers educational seminars for clients.
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.
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.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
MI
04/10/2014 - Present
Principal Securities, Inc. (ADA MI)
MI
03/30/2012 - 02/05/2014
LPL FINANCIAL LLC (ADA MI)
MI
09/02/2004 - 06/08/2009
PRINCOR FINANCIAL SERVICES CORPORATION (GRAND RAPIDS MI)
IA
Issued 04/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/28/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/29/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Rachael McKellar is the right advisor for you? Invested Better is here to help.
