Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Ellen Loxterman is a financial advisor who has been in the industry since August 1997. Rachel is currently registered with Cetera Investment Advisers LLC and has been with the firm since June 2023. Prior to that, Rachel was with Summit Brokerage Services, Inc. Rachel holds the Series 6, Series 7, Series 63, and Series 65 securities licenses, and the SIE exam. Rachel is registered to provide investment advice in the state of Iowa.
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.
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.
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2
IA
06/29/2023 - Present
Cetera Investment Advisers LLC (JOHNSTON IA)
IA
09/01/2016 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (JOHNSTON IA)
IA
09/07/2016 - 11/02/2016
VSR FINANCIAL SERVICES, INC. (JOHNSTON IA)
IA
08/08/1997 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (JOHNSTON IA)
IA
Issued 8/14/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/20/1999
Series 7 - General Securities Representative Examination
BC
Issued 8/7/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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