Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Devon Sitman is a financial advisor with Commerce Brokerage Services, Inc. She is based in Kansas City, Missouri, and has been in the financial services industry since August 28, 2003. Rachel holds the Series 7, Series 63, Series 79TO and SIE securities licenses and is currently registered to offer securities in 25 states. Rachel has previous experience with STIFEL, NICOLAUS & COMPANY, INCORPORATED, VINING-SPARKS IBG, LLC and ICBA SECURITIES.
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.
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2
MO
05/27/2022 - Present
Commerce Brokerage Services, Inc. (KANSAS CITY MO)
NY
04/22/2022 - 05/26/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (Scarsdale NY)
NY
08/28/2003 - 04/22/2022
VINING-SPARKS IBG, LLC (Scarsdale NY)
NY
08/28/2003 - 12/23/2014
ICBA SECURITIES (NEW YORK NY)
BC
Issued 09/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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