Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Kalfus is a financial professional with over 8 years of experience in the financial services industry. Rachel is currently registered with Empower Financial Services, Inc. and is licensed in North Carolina. Rachel previously worked at Independent Financial Group, LLC and M Holdings Securities, Inc. Rachel holds the Series 6, Series 63 and SIE licenses.
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
CO
10/20/2022 - Present
Empower Financial Services, Inc. (GREENWOOD VILLAGE CO)
CA
02/02/2016 - 08/02/2022
INDEPENDENT FINANCIAL GROUP, LLC (WOODLAND HILLS CA)
CA
09/27/2013 - 11/20/2015
M HOLDINGS SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 01/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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