Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Christina Geringer is a financial advisor registered with D.A. Davidson & Co. Rachel is a seasoned professional in the financial services industry, with over 15 years of experience in the field. She offers a range of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Rachel is dedicated to providing personalized advice and helping clients achieve their financial goals.
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
WA
10/03/2023 - Present
D.a. Davidson & Co. (Gig Harbor WA)
GA
12/04/2020 - 06/07/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
12/04/2020 - 06/07/2023
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
12/04/2020 - 06/07/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
12/04/2020 - 06/07/2023
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
NE
11/06/2020 - 12/10/2020
SECURITIES AMERICA, INC. (LAVISTA NE)
WA
03/30/2018 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
BOTH
Issued 10/02/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2018
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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