Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Balster is a financial advisor with National Financial Services LLC, a firm located in Westlake, TX. She is registered with the firm under the Broker-Dealer (BD) scope. Rachel has been in the financial services industry since December 28, 2008, and has a history of working with several other firms including Fidelity Brokerage Services LLC, 1st Global Capital Corp., First Command Financial Planning, Inc., BancWest Investment Services, Inc. and TD Ameritrade Clearing, Inc.
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
TX
11/19/2015 - Present
National Financial Services LLC (WESTLAKE TX)
TX
06/21/2016 - 12/06/2018
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
07/21/2014 - 09/18/2015
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
01/07/2013 - 07/22/2014
FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)
NE
05/28/2010 - 06/11/2012
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
NE
01/21/2009 - 06/10/2010
TD AMERITRADE CLEARING, INC. (BELLEVUE NE)
NE
04/03/2008 - 01/21/2009
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 04/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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