Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachael? Claim Your ProfileRachael Pereira Baltean is a Registered Representative with Fidelity Brokerage Services LLC. Rachael has been in the securities industry since November 12, 2015 and has a Series 63, Series 7, Series 9, and Series 10. Rachael holds licenses in Florida, Massachusetts, Texas, and Utah.
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
FL
11/13/2015 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
BC
Issued 11/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/11/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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