Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Lee Kuss is a financial advisor working with LPL Financial LLC and Western Wealth Management LLC. Rachel is licensed in multiple states and has been a registered representative since 2000. She is committed to providing individualized financial planning, investment management, and retirement planning solutions to her clients. Rachel has a broad range of experience in the industry and can assist with various financial needs.
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.
Consulting and other non-discretionary advisory services
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.
1
2
CO
04/27/2018 - Present
LPL Financial LLC (DURANGO CO)
CO
03/29/2007 - 10/23/2015
UBS FINANCIAL SERVICES INC. (DURANGO CO)
NY
09/15/2000 - 12/16/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 04/27/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/05/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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