Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Anderson is a financial advisor with Fairhaven Financial Advisory Corp. Rachel has been in the financial services industry since 2008. Rachel is licensed to provide investment advice in Michigan. Rachel also has a Series 7 and Series 66 license, as well as a Series 24 principal license. Prior to joining Fairhaven Financial Advisory Corp., Rachel worked at Securities America, Inc. and Mercap Securities, LLC. Rachel is a Chief Compliance Officer and Investment Advisor Representative at Fairhaven Financial Advisory Corp.
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.
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.
Teaching class & seminar fees
1
2
MI
06/06/2017 - Present
Fairhaven Financial Advisory Corp. (EAST LANSING MI)
GA
03/22/2019 - 11/02/2020
MERCAP SECURITIES, LLC (ATLANTA GA)
NE
05/03/2017 - 06/02/2017
SECURITIES AMERICA, INC. (LAVISTA NE)
MI
10/03/2008 - 05/08/2017
ROYAL ALLIANCE ASSOCIATES, INC. (EAST LANSING MI)
BOTH
Issued 11/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2014
Series 24 - General Securities Principal Examination
BC
Issued 06/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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