Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Elizabeth Eckman is a financial advisor at Wells Fargo Clearing Services, LLC. Rachel has been a registered representative since 2008 and has held several positions in the financial services industry. Rachel is licensed to provide investment advice in multiple states including Utah, Idaho, Arkansas, Massachusetts, Montana, Washington, and Wyoming. Rachel has a strong background in financial planning, portfolio management, and investment consulting services. Rachel has experience working with a variety of clients including high-net-worth individuals, corporations, pension plans, and charitable organizations. Rachel is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
UT
07/22/2013 - Present
Wells Fargo Clearing Services, LLC (HOLLADAY UT)
UT
04/14/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
BOTH
Issued 07/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/28/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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