Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Telvi is a financial advisor with over 20 years of experience in the industry. Rachel is currently registered with Zeus Financial, LLC in Boca Raton, FL. Rachel has held previous positions at several firms including Managed Account Services, LLC, FMSBonds, Inc., Network 1 Financial Securities Inc., SkyeBanc, Inc., VectorGlobal WMG, VFinance Investments, Inc., TradeStation Securities, Inc., and Omega Research Corporation. Rachel has a strong background in securities trading and holds several industry licenses and certifications including Series 7, 3, 55, 24, 30, 57TO, 99TO and SIE. Rachel is committed to providing her clients with personalized financial advice and guidance to help them 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.
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.
1
2
FL
12/05/2017 - Present
Zeus Financial, LLC (BOCA RATON FL)
FL
02/03/2015 - 04/10/2017
MANAGED ACCOUNT SERVICES, LLC (BOCA RATON FL)
FL
12/17/2013 - 10/17/2014
FMSBONDS, INC. (BOCA RATON FL)
FL
11/29/2010 - 12/20/2012
NETWORK 1 FINANCIAL SECURITIES INC. (CORAL SPRINGS FL)
FL
08/05/2010 - 11/05/2010
SKYEBANC, INC. (DEERFIELD BEACH FL)
FL
07/07/2009 - 06/14/2010
VECTORGLOBAL WMG (MIAMI FL)
FL
04/04/2006 - 03/27/2009
VFINANCE INVESTMENTS, INC (BOCA RATON FL)
FL
05/09/2002 - 03/09/2006
TRADESTATION SECURITIES, INC. (PLANTATION FL)
FL
05/04/2004 - 08/29/2005
OMEGA RESEARCH CORPORATION (PLANTATION FL)
BC
Issued 05/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2004
Series 24 - General Securities Principal Examination
BC
Issued 12/23/2003
Series 30 - NFA Branch Manager Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/19/2002
Series 3 - National Commodity Futures Examination
BC
Issued 04/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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