Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Jean Kim is a financial advisor with Kestra Advisory Services, LLC. Rachel has been in the financial industry since 2023, and holds Series 66, Series 7, and SIE licenses. Rachel is registered to provide investment advice in Texas. Prior to joining Kestra Advisory Services, LLC, Rachel worked at VANGUARD MARKETING CORPORATION. Rachel's professional experience includes Financial Planning.
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.
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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TX
05/06/2024 - Present
Kestra Advisory Services, LLC (Richardson TX)
TX
07/14/2023 - 04/09/2024
VANGUARD MARKETING CORPORATION (Plano TX)
BOTH
Issued 08/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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