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Rachel Lee Tran

Etoro USA Securities Inc.

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About Rachel Lee Tran

Rachel Tran is a financial professional registered with the state of New Jersey and New York. Rachel works for Etoro USA Securities Inc. She has passed the Series 7TO, SIE and Series 63 exams. Rachel has been in the securities industry for a little over a year.

Firm Information

Rachel Tran is currently registered with Etoro USA Securities Inc.. Etoro USA Securities Inc. is a Corporation formed in 2018. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

21

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Rachel Tran’s Registration & Firm History

NJ

07/30/2021 - Present

Etoro USA Securities Inc. (Hoboken NJ)

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Licenses & Designations

BC

Issued 08/15/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/30/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/15/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rachel Lee Tran.
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