Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Madsen is a financial advisor with over 17 years of experience in the industry. Rachel is currently registered with Loomis Sayles Distributors, LP and holds a Series 3, Series 63, Series 66, Series 7, Series 86, and Series 87 license. Rachel has previously worked with firms such as FRANKLIN DISTRIBUTORS, LLC, FORESIDE FUND SERVICES, LLC, J.P. MORGAN INSTITUTIONAL INVESTMENTS INC., WILLIAM BLAIR & COMPANY L.L.C., A I M DISTRIBUTORS, INC., and UBS FINANCIAL SERVICES INC.
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.
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.
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2
IL
09/13/2023 - Present
Loomis Sayles Distributors, LP (Oakbrook Terrace, IL)
IL
01/28/2022 - 08/07/2023
FRANKLIN DISTRIBUTORS, LLC (Chicago IL)
IL
05/10/2019 - 12/31/2021
FORESIDE FUND SERVICES, LLC (Chicago IL)
IL
09/21/2011 - 04/13/2015
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (CHICAGO IL)
IL
04/17/2007 - 02/18/2011
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
TX
07/13/2005 - 01/26/2007
A I M DISTRIBUTORS, INC. (HOUSTON TX)
NJ
09/30/2002 - 07/06/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NJ
03/08/2001 - 08/28/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BC
Issued 02/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/21/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2022
Series 3 - National Commodity Futures Examination
BC
Issued 06/05/2007
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 06/01/2007
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 03/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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