Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Anne Heege-abode is a financial advisor at B. Riley Wealth Advisors, Inc. Rachel is a registered representative with the firm and has been working in the financial industry since 2004. Rachel holds the Series 66, SIE and Series 7 licenses and has been registered in New Jersey and New York. Rachel's clients are high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth individuals. Rachel provides investment advice, financial planning, pension consulting, educational seminars, and selection of other advisors. Prior to working at B. Riley Wealth Advisors, Inc., Rachel was registered with National Securities Corporation and Prime Capital 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.
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.
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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2
NY
06/23/2021 - Present
B. Riley Wealth Advisors, Inc. (LAKE RONKONKOMA NY)
NY
11/22/2013 - 07/22/2022
NATIONAL SECURITIES CORPORATION (LAKE RONKONKOMA NY)
NY
10/11/2004 - 11/22/2013
PRIME CAPITAL SERVICES, INC. (LAKE RONKONKOMA NY)
BOTH
Issued 08/17/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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