Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Bruce is a registered investment advisor representative with Hightower Advisors, LLC. Rachel Bruce is licensed to provide investment advice in Alabama, Arizona, Arkansas, Florida, Georgia, Kansas, Kentucky, Ohio, Pennsylvania, Tennessee, Texas and Wyoming. Rachel Bruce has been in the industry since 2019 and has passed the Series 7TO, Series 66 and SIE exams. Before joining Hightower Advisors, LLC, Rachel Bruce worked at PRIVATE CLIENT SERVICES, LLC. Rachel Bruce has a background in financial services and is committed to providing her clients with the highest quality of service.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
KS
10/31/2022 - Present
Hightower Advisors, LLC (Wichita KS)
KS
05/14/2019 - 12/31/2021
PRIVATE CLIENT SERVICES, LLC (Wichita KS)
BOTH
Issued 07/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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