Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachael? Claim Your ProfileRachael Morgan is a financial professional with over 5 years of experience in the financial services industry. Rachael has held positions at Fidelity Brokerage Services LLC and National Financial Services LLC. Currently, Rachael is registered with Fidelity Distributors Co. LLC as a broker-dealer. Rachael holds Series 7 and Series 63 licenses and the Securities Industry Essentials (SIE) exam.
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
MA
07/09/2024 - Present
Fidelity Distributors Co. LLC (BOSTON MA)
MA
02/16/2022 - 01/10/2024
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
MA
03/14/2022 - 10/17/2023
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
RI
08/02/2018 - 01/26/2022
FIDELITY DISTRIBUTORS COMPANY LLC (SMITHFIELD RI)
BC
Issued 09/07/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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