Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Gagnon Rabinovich is a financial advisor with Fidelity Personal And Workplace Advisors in Framingham, Massachusetts. Rachel has been in the financial services industry for over a decade, and holds Series 7, 63, and 66 securities licenses and a SIE exam. Rachel also holds the Certified Financial Planner designation. Rachel has experience working with a variety of clients, including individuals, families, and businesses. Rachel is committed to helping her clients 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.
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
MA
07/07/2023 - Present
Fidelity Personal AND Workplace Advisors (FRAMINGHAM MA)
MA
10/16/2009 - 09/14/2015
AMERIPRISE FINANCIAL SERVICES, INC. (Norwood MA)
BC
Issued 05/13/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/14/2023
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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