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Rachel Mackenzie Sharpe

Global Atlantic Distributors, LLC

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About Rachel Mackenzie Sharpe

Rachel Mackenzie Sharpe is a financial professional with experience in the securities industry. Rachel is currently registered with Global Atlantic Distributors, LLC in Wayne, Pennsylvania. Prior to joining Global Atlantic Distributors, LLC, Rachel was employed with Vanguard Marketing Corporation in Malvern, Pennsylvania. Rachel holds Series 7, Series 63, and SIE licenses.

Firm Information

Rachel Sharpe is currently registered with Global Atlantic Distributors, LLC. Global Atlantic Distributors, LLC is a Limited Liability Company formed in December 2005. The firm is registered to do business in all 50 states, the District of Columbia, and Puerto Rico. Global Atlantic Distributors, LLC has one approved SEC registration and 52 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

104

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 Sharpe’s Registration & Firm History

PA

06/11/2024 - Present

Global Atlantic Distributors, LLC (WAYNE PA)

PA

07/05/2022 - 06/24/2024

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BC

Issued 06/03/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/05/2022

Series 7TO - General Securities Representative Examination

BC

Issued 04/18/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rachel Mackenzie Sharpe.
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