Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachael? Claim Your ProfileRachael Nicole Martin Metzger is a financial professional with over 7 years of experience in the industry. Rachael is currently registered with J.P. Morgan Securities LLC and is licensed to provide investment advice in 53 states and the District of Columbia. Rachael has a strong background in investment banking, as demonstrated by her Series 79 license. She also holds a Series 63 license and the Securities Industry Essentials (SIE) exam. Rachael is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
NC
06/29/2015 - Present
J.p. Morgan Securities LLC (Charlotte NC)
BC
Issued 07/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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