Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Lynne Hume is a financial advisor with U.S. Bancorp Investments, Inc. Rachel has been in the industry since June 2008. Rachel is registered with the state of California and has a Series 63, Series 66 and Series 7 license. Rachel is also a registered principal with the state of California. Rachel has worked with TD Ameritrade, Inc. and ScotTrade, Inc. in the past. Rachel is an advisor for individuals, corporations, high-net-worth individuals, charitable organizations, and pension plans.
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.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
05/12/2020 - Present
U.s. Bancorp Investments, Inc. (Citrus Heights CA)
CA
02/26/2018 - 04/28/2020
TD AMERITRADE, INC. (CARMICHAEL CA)
CA
06/10/2008 - 02/26/2018
SCOTTRADE, INC. (CARMICHAEL CA)
BOTH
Issued 06/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 12/13/2021
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 08/27/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/29/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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