Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel MacEri is a financial advisor with LPL Financial LLC. Rachel has been in the financial industry since December 16, 2016, and has held positions at Raymond James Financial Services, Inc. and Wealthcare Management Services/Advisory Partners, LLC. Rachel holds the Series 66, Series 7 and SIE licenses. Rachel is registered with the state of Michigan. Rachel is a financial advisor who provides financial planning, investment advice, and portfolio management. Rachel is also involved in other businesses including Center for Wealth Planning, Inc., Wealth Planning Services, Inc. and J&J Shala d/b/a Updog Yoga. Rachel provides services to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and other investment advisors.
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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MI
04/20/2022 - Present
LPL Financial LLC (TROY MI)
MI
12/11/2019 - 04/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (BLOOMFIELD HILLS MI)
MI
12/15/2015 - 12/07/2018
LPL FINANCIAL LLC (BLOOMFIELD HILLS MI)
BOTH
Issued 04/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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