Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Greiffendorf is a registered representative with Cambridge Investment Research Advisors, Inc. in Holland, MI. Rachel has been in the financial industry since 2024. She is a licensed representative for securities and investment advisory services. Rachel's previous experience includes work with Cantella & Co., Inc. in MA, Texas Corral in MI, Fifth Third in MI, Edward Jones Investments in MI, Wealth Foundations in MI, and CAMBRIDGE INVESTMENT RESEARCH, INC. in MI. In addition to her work in financial services, Rachel also works as an agent for Magical Moments Vacations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
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2
MI
02/13/2025 - Present
Cambridge Investment Research Advisors, Inc. (Holland MI)
BC
Issued 06/17/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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