Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Carter is a financial advisor with Sanctuary Advisors, LLC. Rachel has been in the financial industry since 2007 and has a broad range of experience working with various clients, including individuals, high-net-worth individuals, corporations, and retirement plans. Rachel specializes in providing financial planning, portfolio management, and pension consulting services. Rachel is committed to helping her clients achieve their financial goals. Rachel is a CERTIFIED FINANCIAL PLANNER™ professional.
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.
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NC
01/05/2024 - Present
Sanctuary Advisors, LLC (WILMINGTON NC)
NC
11/14/2014 - 01/10/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILMINGTON NC)
NC
08/30/2012 - 11/19/2014
MORGAN STANLEY (CHARLOTTE NC)
CT
03/27/2012 - 08/29/2012
NATIONAL PLANNING CORPORATION (GLASTONBURY CT)
NC
08/19/2010 - 06/10/2011
LPL FINANCIAL LLC (CHARLOTTE NC)
PA
10/22/2008 - 04/01/2010
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (DRESHER PA)
CO
08/03/2007 - 09/18/2008
NATIONAL PLANNING CORPORATION (DENVER CO)
TN
02/14/2006 - 07/24/2007
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
NJ
02/01/2006 - 02/13/2006
CAPITAL ANALYSTS, INCORPORATED (MEDFORD NJ)
BOTH
Issued 02/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/31/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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