Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Callahan is a financial advisor with LPL Financial LLC. Rachel has been in the industry since 2002 and has a wide range of experience working with various clients. She has a strong background in financial planning, portfolio management, and investment advisory services. Rachel is committed to helping clients achieve their financial goals and providing personalized solutions.
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.
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2
PA
09/19/2022 - Present
LPL Financial LLC (BERWYN PA)
PA
01/17/2020 - 09/21/2022
MML INVESTORS SERVICES, LLC (NEWTOWN SQUARE PA)
PA
05/01/2019 - 08/06/2019
MML INVESTORS SERVICES, LLC (NEWTOWN SQUARE PA)
NJ
05/18/2018 - 02/12/2019
LPL FINANCIAL LLC (MARLTON NJ)
PA
04/14/2017 - 05/18/2018
SECURIAN FINANCIAL SERVICES, INC. (Drexel Hill PA)
PA
05/24/2010 - 08/17/2016
MML INVESTORS SERVICES, LLC (BALA CYNWYD PA)
PA
01/12/2010 - 04/28/2010
SECURIAN FINANCIAL SERVICES, INC. (WEST CHESTER PA)
PA
09/18/2006 - 05/29/2009
UVEST FINANCIAL SERVICES GROUP, INC. (BRYN MAWR PA)
PA
07/07/2006 - 07/07/2006
PRIMEVEST FINANCIAL SERVICES, INC. (WYNNEWOOD PA)
PA
05/10/2004 - 06/30/2006
MML INVESTORS SERVICES, INC. (BALA CYNWYD PA)
RI
05/08/2002 - 08/18/2003
CITIZENS INVESTMENT SERVICES CORP. (JOHNSTON RI)
PA
12/16/1999 - 05/08/2002
DREYFUS INVESTMENT SERVICES COMPANY, LLC (PITTSBURGH PA)
BOTH
Issued 05/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/15/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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