Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Schenk is a financial advisor currently registered with Wells Fargo Advisors Financial Network, LLC. Rachel has been in the industry since 2022 and is licensed to provide investment advice in 34 states. Rachel is a Series 7TO, Series 66 and SIE licensed advisor. Rachel has held previous roles with WELLS FARGO CLEARING SERVICES, LLC. The advisor specializes in the following areas: financial planning, investment advisory services, pension consulting, selection of other advisors, portfolio management for businesses, portfolio management for individuals.
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.
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2
IN
07/07/2023 - Present
Wells Fargo Advisors Financial Network, LLC (Fort Wayne IN)
IN
11/22/2022 - 07/07/2023
WELLS FARGO CLEARING SERVICES, LLC (FORT WAYNE IN)
BOTH
Issued 04/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/31/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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