Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Comfort is a registered representative with MML Investors Services, LLC. Rachel has been in the financial services industry since April 2007. Rachel is registered in 32 states and 2 jurisdictions for both broker-dealer and investment advisory services. Rachel has a Series 66, 7, 24 and SIE licenses. Rachel also has a registered representative license with the state of Colorado. In addition to her investment advisor representative role with MML Investors Services, LLC, Rachel also serves as a Manager for Madison Financial LLC. Rachel has extensive experience in providing financial planning, investment, and insurance services to individuals, businesses, corporations, trusts, foundations, endowments, and pension and profit sharing plans.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CO
08/23/2016 - Present
MML Investors Services, LLC (Greenwood Village CO)
CO
04/02/2007 - 12/23/2015
AXA ADVISORS, LLC (HIGHLANDS RANCH CO)
BOTH
Issued 04/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Rachel Comfort is the right advisor for you? Invested Better is here to help.
