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 Dominessy is a financial advisor at Wells Fargo Clearing Services, LLC. Rachel has been in the financial industry for over 12 years. Rachel is registered to offer investment advisory services in Ohio and Texas. Rachel has a diverse background in the financial industry, having previously worked with Fidelity Brokerage Services LLC, Royal Alliance Associates, Inc., ProEquities, Inc., Lincoln Investment and Raymond James Financial Services, Inc. Rachel holds the Series 63, Series 65, Series 7 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.
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.
Investment consulting services to institutional clients
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
OH
04/03/2024 - Present
Wells Fargo Clearing Services, LLC (ASHTABULA OH)
KY
04/25/2022 - 07/25/2022
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
OH
05/25/2017 - 03/18/2022
ROYAL ALLIANCE ASSOCIATES, INC. (MAYFIELD HTS OH)
OH
01/15/2015 - 04/15/2016
PROEQUITIES, INC. (BEACHWOOD OH)
OH
03/28/2013 - 09/03/2014
LINCOLN INVESTMENT (CLEVELAND OH)
OH
03/10/2010 - 01/03/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (MENTOR OH)
IA
Issued 04/03/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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