Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachael? Claim Your ProfileRachael Scott is a Registered Representative with B.o.s.s. Retirement Advisors, LLC. Rachael has been in the securities industry for over 2 years, focusing on financial planning and retirement planning. Rachael holds the Series 63, Series 6TO and SIE licenses. Rachael is also registered in Utah. Prior to her current position, Rachael worked as a Financial Advisor with J.P. Morgan Securities LLC.
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.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
Referral fees
1
2
UT
01/21/2025 - Present
B.o.s.s. Retirement Advisors, LLC (South Jordan UT)
BC
Issued 05/18/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Rachael Scott is the right advisor for you? Invested Better is here to help.
