Unclaimed
Rachel Batchelder is a financial advisor registered with Fidelity Distributors Co. LLC. Rachel has been in the industry since December 2007. Rachel holds a Series 6, Series 7 and Series 63 licenses. Rachel is registered to provide investment advice in all 50 states, Puerto Rico and the District of Columbia.
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.
1
2
RI
12/04/2023 - Present
Fidelity Distributors Co. LLC (SMITHFIELD RI)
MA
06/09/2009 - 10/31/2023
VOYA FINANCIAL PARTNERS, LLC (BRAINTREE MA)
RI
10/17/2008 - 03/24/2009
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MA
07/23/2007 - 09/03/2008
ING INVESTMENT ADVISORS, LLC (QUINCY MA)
BC
Issued 08/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/20/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Rachel Batchelder is the right advisor for you? Invested Better is here to help.