Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Wells Melroy is an investment advisor representative at Capital Group Private Client Services, Inc.. Rachel has been in the industry for over a decade, beginning her career at J.P. Morgan Securities LLC. Rachel holds a Series 7 and Series 63 license, as well as a Certified Financial Planner designation. Rachel has experience advising individuals, corporations, charitable organizations, and pooled investment vehicles. Rachel specializes in providing portfolio management services.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
07/01/2021 - Present
Capital Group Private Client Services, Inc. (LOS ANGELES CA)
NY
09/15/2009 - 02/08/2016
J.P. MORGAN SECURITIES LLC (new york NY)
BC
Issued 12/30/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/8/2016
SIE - Securities Industry Essentials Examination
BC
Issued 9/14/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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