Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Montoya is a financial advisor in BELLINGHAM, WA. Rachel is a registered representative with Raymond James Financial Services, Inc., and holds the Series 7, Series 63 and SIE licenses. Rachel has over 20 years of experience in the financial industry. Rachel is a registered representative in Washington.
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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WA
09/08/1997 - Present
Raymond James Financial Services, Inc. (BELLINGHAM WA)
NM
05/15/1995 - 06/12/1997
THORNBURG SECURITIES CORPORATION (SANTA FE NM)
BC
Issued 01/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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