Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachael? Claim Your ProfileRachael Christensen is a financial advisor at LPL Financial LLC. She has been in the industry since November 2015 and has experience working with a variety of clients, including high-net-worth individuals, businesses, and retirement plans. She is registered to provide investment advisory services in Colorado and Hawaii. Rachael holds the Series 7, Series 66 and SIE licenses. She has worked at Bancwest Investment Services, Inc. previously. Rachael is committed to providing her clients with personalized financial advice that helps them reach their 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.
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.
Consulting and other non-discretionary advisory services
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.
1
2
CO
07/19/2023 - Present
LPL Financial LLC (THORNTON CO)
CO
11/23/2015 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (LAKEWOOD CO)
BOTH
Issued 03/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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