Unclaimed
Rachel Gunderson is an investment advisor representative registered with Key Investment Services LLC in Oregon. Rachel is a highly experienced investment professional with over 12 years in the industry, having previously worked at Key Bank and Key Investment Services LLC in various roles. Rachel is a dedicated advisor who has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals. Rachel is passionate about providing personalized financial advice and creating a long-term plan for clients that aligns with their individual needs and risk tolerance.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
OR
03/19/2015 - Present
KEY Investment Services LLC (Oregon City OR)
BOTH
Issued 04/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/11/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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