Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Tomasek is a financial professional with over 28 years of experience in the industry. Rachel is currently a registered representative with Wells Fargo Clearing Services, LLC. She is a licensed Investment Advisor Representative in Illinois. Previously, Rachel held positions at OneAmerica Securities, Inc. and American United Life Insurance Company. Rachel holds several licenses, including Series 7, Series 63, Series 66, Series 14, Series 24, and Series 53. Rachel is also a member of the Municipal Securities Principal Qualification Examination and the General Securities Principal Qualification Examination. Rachel has a strong track record of success in providing financial advice to individual and institutional clients.
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
MO
02/22/2008 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
IN
10/02/1997 - 05/25/2005
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
08/12/1997 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
GA
04/20/1993 - 06/02/1997
SUNTRUST SECURITIES, INC. (ATLANTA GA)
BOTH
Issued 02/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2006
Series 14 - Compliance Officer Examination
BC
Issued 01/19/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/29/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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