Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Olson is a financial advisor who has been working in the industry since October 7, 2001. Rachel currently works at LPL Financial LLC and is based in San Diego, California. Previously, Rachel worked at a number of other firms including INDEPENDENT FINANCIAL GROUP, LLC, MADISON AVENUE SECURITIES, INC., UVEST FINANCIAL SERVICES GROUP, INC., LPL FINANCIAL CORPORATION, FIXED INCOME SECURITIES, LP, CUSO FINANCIAL SERVICES, L.P. and CHARLES SCHWAB & CO., INC.. Rachel holds a number of licenses and designations including Series 63, Series 24, Series 99TO, SIE and Series 7.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
09/20/2012 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
06/17/2010 - 05/25/2012
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
CA
12/09/2009 - 06/01/2010
MADISON AVENUE SECURITIES, INC. (SAN DIEGO CA)
NC
09/14/2009 - 12/03/2009
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
CA
06/06/2005 - 12/03/2009
LPL FINANCIAL CORPORATION (SAN DIEGO CA)
CO
09/24/2003 - 01/04/2005
FIXED INCOME SECURITIES, LP (MONUMENT CO)
CA
01/07/2003 - 09/24/2003
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
TX
05/22/2002 - 01/06/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
10/02/2000 - 02/28/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 10/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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