Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Callender is a financial advisor at LPL Financial LLC, a large financial services company headquartered in Fort Mill, South Carolina. Rachel has a strong background in the securities industry, having previously worked at Wells Fargo Clearing Services, LLC. Rachel is dedicated to providing comprehensive financial planning and investment management services to individuals, families, and businesses. Rachel is registered to provide financial advice in all 50 states.
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.
Consulting and other non-discretionary advisory services
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.
1
2
SC
04/20/2023 - Present
LPL Financial LLC (FORT MILL SC)
NC
08/06/2022 - 03/02/2023
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
BC
Issued 08/19/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2024
Series 57TO - Securities Trader Exam
BC
Issued 08/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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