Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Alexandra Menna is a financial advisor with Verity Asset Management. Rachel is a registered investment advisor and has been in the industry since 2019. Rachel has experience providing investment advisory services and has expertise in financial planning. Rachel holds Series 63, 65, 7TO and 6TO licenses, in addition to the SIE. Rachel is also a licensed insurance agent.
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.
Strategic management for diversified investment portfolios.
Administrative services for advisors
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.
A percentage of the total value of assets under management is charged.
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NY
01/18/2025 - Present
Verity Asset Management (RONKONKOMA NY)
NY
12/12/2019 - 07/10/2020
PRUCO SECURITIES, LLC. (MELVILLE NY)
NY
04/04/2019 - 05/13/2019
PLANMEMBER SECURITIES CORPORATION (FARMINGVILLE NY)
IA
Issued 11/27/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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