Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Christine Long is a financial advisor registered with Morgan Stanley in Wichita, KS. Rachel has been in the industry since 2019 and has registrations in 38 states, including Kansas and Texas. Her previous employment was with IMA WEALTH in Wichita, KS. Rachel has a Series 7, 63 and 65 license and is able to provide investment advice and portfolio management services for a variety of clients, including individuals, families, and businesses.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
KS
04/17/2023 - Present
Morgan Stanley (Wichita KS)
KS
02/14/2020 - 05/01/2023
IMA WEALTH (WICHITA KS)
BC
Issued 07/24/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/16/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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