Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Denise Ramsayer has been in the financial industry since 2002 and is currently an Investment Advisor Representative with Fifth Third Securities, Inc. Rachel holds a Series 7, Series 6, Series 63, and Series 66 license. Rachel has 22 years of experience in the financial industry. Rachel's clients include high-net-worth individuals, insurance companies, individuals other than high-net-worth, pension and profit-sharing plans, corporations or other businesses, charitable organizations, and pooled investment vehicles. Rachel offers portfolio management for individuals and businesses, as well as financial planning and selection of other advisers.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
OH
07/15/2013 - Present
Fifth Third Securities, Inc. (XENIA OH)
BOTH
Issued 7/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/15/2013
Series 7 - General Securities Representative Examination
BC
Issued 9/18/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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