Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Ilana Tresser is a financial professional with over 13 years of experience in the industry. Rachel is registered with Credit Agricole Securities (usa) Inc. and holds several licenses, including Series 7, Series 63, Series 79TO, and SIE. Rachel is currently registered to provide investment advice in several states, including California, Florida, Illinois, Massachusetts, New York, Texas, Virginia, and Washington.
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.
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.
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2
NY
05/01/2009 - Present
Credit Agricole Securities (usa) Inc. (NEW YORK NY)
BC
Issued 05/13/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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