Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Hamor is a financial advisor with over 17 years of experience in the industry. Rachel is a Registered Representative and Investment Advisor Representative with Wells Fargo Clearing Services, LLC and is currently registered in Missouri. Rachel has held previous positions at Wells Fargo Funds Distributor, LLC, Wells Fargo Advisors Financial Network, LLC, NatCity Investments, Inc. and Edward Jones. Rachel holds several licenses and certifications including Series 7, Series 10, Series 24, and Series 63 and Series 66. She also holds the Securities Industry Essentials Examination (SIE) certification. Rachel specializes in providing financial advice and portfolio management to a wide range of clients including individuals, businesses, and charitable organizations. Rachel is committed to providing personalized financial planning and investment advice that meets the unique needs of her clients.
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
MO
11/12/2008 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
11/02/2017 - 10/02/2018
WELLS FARGO FUNDS DISTRIBUTOR, LLC (SAINT LOUIS MO)
MO
06/14/2013 - 05/08/2014
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
03/29/2007 - 04/01/2008
NATCITY INVESTMENTS, INC. (ST. LOUIS MO)
MO
05/23/2006 - 02/21/2007
EDWARD JONES (ST LOUIS MO)
BOTH
Issued 06/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2015
Series 24 - General Securities Principal Examination
BC
Issued 03/31/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/24/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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