Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Posner is a financial advisor at Cornerstone Wealth, a firm with a focus on providing comprehensive wealth management services to a variety of clients. Rachel has been in the industry since 2005, and has a diverse background in both investment advisory and brokerage services. Rachel is committed to developing personalized financial plans for each client, tailored to their individual needs and goals. Rachel is also a registered investment advisor representative.
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.
Management of variable annuity sub-accounts, credit and cash management solutions and insurance solutions
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.
Revenue sharing on eligible credit and cash management solutions
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2
NC
02/27/2018 - Present
Cornerstone Wealth (HUNTERSVILLE NC)
CA
10/19/2007 - 12/15/2017
SIGNATOR INVESTORS, INC. (LOS ANGELES CA)
CA
05/18/2007 - 08/03/2007
DFA SECURITIES INC. (SANTA MONICA CA)
CA
07/07/2006 - 05/18/2007
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MD
01/30/2006 - 06/05/2006
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
MA
12/08/2000 - 03/13/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MA
06/19/2000 - 11/16/2000
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MI
08/13/1999 - 01/24/2000
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 11/29/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/2010
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/15/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/13/1999
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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