Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Lynn Click is an investment advisor representative with LPL Financial LLC and has been in the industry for 14 years. Rachel Click is also registered as an investment advisor in Texas. Rachel Click has a series 7, series 63, series 66, series 9, series 10 and series 99TO licenses. Rachel Click was previously employed by UBS Financial Services INC. and PROFUNDS DISTRIBUTORS, INC. The firm provides financial planning, consulting, and other non-discretionary advisory services.
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.
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2
TX
08/30/2023 - Present
LPL Financial LLC (ROUND ROCK TX)
MA
08/05/2010 - 08/28/2023
UBS FINANCIAL SERVICES INC. (BOSTON MA)
MD
05/07/2009 - 07/07/2010
PROFUNDS DISTRIBUTORS, INC. (BETHESDA MD)
BOTH
Issued 04/05/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/05/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/30/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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