Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Dennenberg is an experienced financial advisor with over 25 years in the industry. Rachel has held senior positions at several prominent financial institutions, including Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and UBS Financial Services Inc. Currently, Rachel is a Registered Representative and Investment Advisor Representative at Stratos Wealth Partners, Ltd., an independent investment advisor firm. Rachel is dedicated to providing personalized financial advice and investment management services to 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.
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.
Percentage of assets under management with third party managers
1
2
CA
03/17/2016 - Present
Stratos Wealth Partners, Ltd. (SAN DIEGO CA)
CA
06/01/2009 - 02/09/2011
MORGAN STANLEY SMITH BARNEY (LA JOLLA CA)
CA
12/15/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LA JOLLA CA)
CA
10/29/1999 - 01/08/2007
UBS FINANCIAL SERVICES INC. (LA JOLLA CA)
NY
04/03/1997 - 11/03/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 05/13/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 04/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Rachel Dennenberg is the right advisor for you? Invested Better is here to help.
