Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Hall is a financial advisor at Stifel, Nicolaus & Company, Inc. Rachel has over 30 years of experience in the financial services industry. Rachel is registered with FINRA and is a licensed investment advisor. Rachel's specialties include financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles.
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.
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2
AZ
10/25/2023 - Present
Stifel, Nicolaus & Company, Inc. (PHOENIX AZ)
AZ
08/21/2008 - 10/12/2018
RAYMOND JAMES & ASSOCIATES, INC. (SCOTTSDALE AZ)
FL
05/17/2002 - 08/21/2008
WACHOVIA SECURITIES, LLC (ORLANDO FL)
MN
02/07/1997 - 05/23/2002
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NY
06/25/1993 - 02/12/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/20/1990 - 07/13/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
10/25/1989 - 11/02/1989
BERKELEY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 05/12/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1990
Series 3 - National Commodity Futures Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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